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Martel Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Martel Wealth Advisors’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
2018
Q4 		– Sell
-9,015
Closed -$231K – 41
2018
Q3 		$231K Buy
+9,015
New +$225K 0.09% 35

Other funds holding MGK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Martel Wealth Advisors's MGK Position: Q4 2018 in Review

Martel Wealth Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2018, closing a stake of 9,015 shares — an estimated $231K sold.

Martel Wealth Advisors first reported a position in MGK in Q3 2018 and held it in 1 quarter. The position peaked at $231K in Q3 2018. 215 funds tracked by Wall St. Rank hold MGK as of Q4 2018.

  • Martel Wealth Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Martel Wealth Advisors sold 9,015 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2018, an estimated $231K.
  • Martel Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2018 and held it in 1 quarter.
  • Martel Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $231K in Q3 2018.
  • 215 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2018.

Based on Martel Wealth Advisors's 13F filing for Q4 2018, filed 18 Oct 2024.