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

Marks 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
2021 Q1	–	Sell	-8,650	Closed	-$352K	–	48
2020 Q4	$352K	Buy	+8,650	New	+$335K	0.12%	30

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marks Wealth's MGK Position: Q1 2021 in Review

Marks Wealth sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2021, closing a stake of 8,650 shares — an estimated $352K sold.

Marks Wealth first reported a position in MGK in Q4 2020 and held it in 1 quarter. The position peaked at $352K in Q4 2020. 407 funds tracked by Wall St. Rank hold MGK as of Q1 2021.

Marks Wealth reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
Marks Wealth sold 8,650 Vanguard Mega Cap Growth ETF shares in Q1 2021, an estimated $352K.
Marks Wealth first reported a position in Vanguard Mega Cap Growth ETF in Q4 2020 and held it in 1 quarter.
Marks Wealth's Vanguard Mega Cap Growth ETF position peaked at $352K in Q4 2020.
407 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2021.

Based on Marks Wealth's 13F filing for Q1 2021, filed 12 Apr 2021.