Lenox Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Lenox Wealth Advisors’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 Q1	$40K	Hold	875	–	–	0.01%	273
2021 Q4	$46K	Hold	875	–	–	0.01%	271
2021 Q3	$41K	Hold	875	–	–	0.01%	260
2021 Q2	$40K	Hold	875	–	–	0.01%	263
2021 Q1	$36K	Hold	875	–	–	﹤0.01%	228
2020 Q4	$36K	Hold	875	–	–	0.01%	230
2020 Q3	$32K	Hold	875	–	–	﹤0.01%	216
2020 Q2	$29K	Hold	875	–	–	﹤0.01%	234
2020 Q1	$22K	Hold	875	–	–	﹤0.01%	245
2019 Q4	$25K	Hold	875	–	–	﹤0.01%	301
2019 Q3	$23K	Hold	875	–	–	﹤0.01%	281
2019 Q2	$23K	Hold	875	–	–	﹤0.01%	214
2019 Q1	$22K	Hold	875	–	–	﹤0.01%	193
2018 Q4	$19K	Hold	875	–	–	﹤0.01%	201
2018 Q3	$22K	Hold	875	–	–	﹤0.01%	200
2018 Q2	$21K	Buy	+875	New	+$20.4K	﹤0.01%	248

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lenox Wealth Advisors's MGK Position: Q1 2022 in Review

Lenox Wealth Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q1 2022 at 875 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #273.

Lenox Wealth Advisors first reported a position in MGK in Q2 2018 and has held it in 16 quarters since. The position peaked at $46K in Q4 2021. 526 funds tracked by Wall St. Rank hold MGK as of Q1 2022.

Lenox Wealth Advisors held 875 shares of Vanguard Morningstar Mega Cap Growth ETF worth $40K as of Q1 2022.
Lenox Wealth Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q1 2022.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #273 holding.
Lenox Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2018 and has held it in 16 quarters since.
Lenox Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $46K in Q4 2021.
526 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.