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LVZ Inc’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

LVZ Inc’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
2021
Q1 		– Sell
-6,480
Closed -$264K – 120
2020
Q4 		$264K Hold
6,480
– – 0.04% 79
2020
Q3 		$240K Sell
6,480
-20,070
-76% -$723K 0.05% 72
2020
Q2 		$868K Hold
26,550
– – 0.19% 39
2020
Q1 		$675K Buy
+26,550
New +$767K 0.16% 37

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CC
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LVZ Inc's MGK Position: Q1 2021 in Review

LVZ Inc sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2021, closing a stake of 6,480 shares — an estimated $264K sold.

LVZ Inc first reported a position in MGK in Q1 2020 and held it in 4 quarters. The position peaked at $868K in Q2 2020. 407 funds tracked by Wall St. Rank hold MGK as of Q1 2021.

  • LVZ Inc reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • LVZ Inc sold 6,480 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2021, an estimated $264K.
  • LVZ Inc first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2020 and held it in 4 quarters.
  • LVZ Inc's Vanguard Morningstar Mega Cap Growth ETF position peaked at $868K in Q2 2020.
  • 407 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2021.

Based on LVZ Inc's 13F filing for Q1 2021, filed 8 Apr 2021.