MW
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Marcum Wealth’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Marcum Wealth’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
Q2 		– Sell
-4,675
Closed -$268K – 403
2024
Q1 		$268K Hold
4,675
– – 0.03% 290
2023
Q4 		$243K Buy
+4,675
New +$227K 0.03% 300

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marcum Wealth's MGK Position: Q2 2024 in Review

Marcum Wealth sold out of Vanguard Mega Cap Growth ETF (MGK) in Q2 2024, closing a stake of 4,675 shares — an estimated $268K sold.

Marcum Wealth first reported a position in MGK in Q4 2023 and held it in 2 quarters. The position peaked at $268K in Q1 2024. 736 funds tracked by Wall St. Rank hold MGK as of Q2 2024.

  • Marcum Wealth reported no remaining Vanguard Mega Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Marcum Wealth sold 4,675 Vanguard Mega Cap Growth ETF shares in Q2 2024, an estimated $268K.
  • Marcum Wealth first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and held it in 2 quarters.
  • Marcum Wealth's Vanguard Mega Cap Growth ETF position peaked at $268K in Q1 2024.
  • 736 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2024.

Based on Marcum Wealth's 13F filing for Q2 2024, filed 2 Jul 2024.