Life Planning Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Life Planning Partners’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	-165	Closed	-$8.56K	–	165
2023 Q4	$8.56K	Buy	+165	New	+$8.01K	0.01%	162
2022 Q3	$5.75K	Hold	165	–	–	0.01%	143
2022 Q2	$6K	Hold	165	–	–	0.01%	144
2022 Q1	$8K	Hold	165	–	–	0.01%	137
2021 Q4	$9K	Buy	+165	New	+$8.36K	0.01%	135

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Life Planning Partners's MGK Position: Q1 2024 in Review

Life Planning Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2024, closing a stake of 165 shares — an estimated $8.56K sold.

Life Planning Partners first reported a position in MGK in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 709 funds tracked by Wall St. Rank hold MGK as of Q1 2024.

Life Planning Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 165 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2024, an estimated $8.56K.
Life Planning Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and held it in 5 quarters.
Life Planning Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $9K in Q4 2021.
709 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.