Janiczek Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Janiczek Wealth Management’s Portfolio MGK Stock Details MGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10	Closed	-$520	–	1132
2023 Q4	$520	Hold	10	–	–	﹤0.01%	999
2023 Q3	$454	Hold	10	–	–	﹤0.01%	983
2023 Q2	$471	Hold	10	–	–	﹤0.01%	912
2023 Q1	$409	Hold	10	–	–	﹤0.01%	921
2022 Q4	$361	Hold	10	–	–	﹤0.01%	934
2022 Q3	$0	Hold	10	–	–	﹤0.01%	1016
2022 Q2	$0	Hold	10	–	–	﹤0.01%	1028
2022 Q1	$0	Buy	+10	New	+$463	﹤0.01%	1037

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Janiczek Wealth Management's MGK Position: Q1 2024 in Review

Janiczek Wealth Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2024, closing a stake of 10 shares — an estimated $520 sold.

Janiczek Wealth Management first reported a position in MGK in Q1 2022 and held it in 8 quarters. The position peaked at $520 in Q4 2023. 709 funds tracked by Wall St. Rank hold MGK as of Q1 2024.

Janiczek Wealth Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Janiczek Wealth Management sold 10 Vanguard Mega Cap Growth ETF shares in Q1 2024, an estimated $520.
Janiczek Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q1 2022 and held it in 8 quarters.
Janiczek Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $520 in Q4 2023.
709 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2024.

Based on Janiczek Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.