LifePlan Financial Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

LifePlan Financial Group’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
2020 Q1	–	Sell	-35	Closed	-$1K	–	567
2019 Q4	$1K	Hold	35	–	–	﹤0.01%	533
2019 Q3	$1K	Hold	35	–	–	﹤0.01%	527
2019 Q2	$1K	Hold	35	–	–	﹤0.01%	526
2019 Q1	$1K	Hold	35	–	–	﹤0.01%	531
2018 Q4	$1K	Hold	35	–	–	﹤0.01%	524
2018 Q3	$1K	Hold	35	–	–	﹤0.01%	523
2018 Q2	$1K	Hold	35	–	–	﹤0.01%	505
2018 Q1	$1K	Buy	+35	New	+$813	﹤0.01%	495

Other funds holding MGK

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

LNC

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

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

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

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

LifePlan Financial Group's MGK Position: Q1 2020 in Review

LifePlan Financial Group sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2020, closing a stake of 35 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in MGK in Q1 2018 and held it in 8 quarters. The position peaked at $1K in Q4 2019. 271 funds tracked by Wall St. Rank hold MGK as of Q1 2020.

LifePlan Financial Group reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
LifePlan Financial Group sold 35 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2020, an estimated $1K.
LifePlan Financial Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2018 and held it in 8 quarters.
LifePlan Financial Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1K in Q4 2019.
271 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2020.

Based on LifePlan Financial Group's 13F filing for Q1 2020, filed 6 Apr 2020.