KJWM
MGK icon

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

Kiley Juergens 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
2018
Q4 		– Sell
-645
Closed -$16K – 410
2018
Q3 		$16K Buy
+645
New +$16.1K 0.01% 399

Other funds holding MGK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kiley Juergens Wealth Management's MGK Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q4 2018, closing a stake of 645 shares — an estimated $16K sold.

Kiley Juergens Wealth Management first reported a position in MGK in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 215 funds tracked by Wall St. Rank hold MGK as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 645 Vanguard Mega Cap Growth ETF shares in Q4 2018, an estimated $16K.
  • Kiley Juergens Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $16K in Q3 2018.
  • 215 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.