JPLA
MGK icon

Joseph P. Lucia & Associates’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Joseph P. Lucia & Associates’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
2022
Q3 		– Sell
-475
Closed -$17K – 306
2022
Q2 		$17K Buy
475
+175
+58% +$7.04K 0.01% 265
2022
Q1 		$14K Buy
+300
New +$13.9K 0.01% 298
2021
Q4 		– Sell
-275
Closed -$13K – 383
2021
Q3 		$13K Hold
275
– – 0.01% 353
2021
Q2 		$13K Hold
275
– – 0.01% 365
2021
Q1 		$11K Hold
275
– – ﹤0.01% 353
2020
Q4 		$11K Buy
+275
New +$10.6K 0.01% 333
2020
Q3 		– Sell
-275
Closed -$9K – 313
2020
Q2 		$9K Hold
275
– – 0.01% 327
2020
Q1 		$7K Hold
275
– – 0.01% 316
2019
Q4 		$8K Hold
275
– – 0.01% 328
2019
Q3 		$7K Hold
275
– – 0.01% 344
2019
Q2 		$7K Buy
+275
New +$7K 0.01% 340

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return