Matthew Hamilton Rosenberg’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Matthew Hamilton Rosenberg’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
2023 Q2	–	Sell	-65	Closed	-$2.66K	–	980
2023 Q1	$2.66K	Hold	65	–	–	﹤0.01%	775
2022 Q4	$2.24K	Hold	65	–	–	﹤0.01%	776
2022 Q3	$2K	Hold	65	–	–	﹤0.01%	776
2022 Q2	$2K	Hold	65	–	–	﹤0.01%	752
2022 Q1	$3K	Hold	65	–	–	﹤0.01%	702
2021 Q4	$3K	Buy	+65	New	+$3.29K	﹤0.01%	672

Other funds holding MGK

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

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

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

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

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

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

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

Matthew Hamilton Rosenberg's MGK Position: Q2 2023 in Review

Matthew Hamilton Rosenberg sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2023, closing a stake of 65 shares — an estimated $2.66K sold.

Matthew Hamilton Rosenberg first reported a position in MGK in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 579 funds tracked by Wall St. Rank hold MGK as of Q2 2023.

Matthew Hamilton Rosenberg reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 65 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2023, an estimated $2.66K.
Matthew Hamilton Rosenberg first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and held it in 6 quarters.
Matthew Hamilton Rosenberg's Vanguard Morningstar Mega Cap Growth ETF position peaked at $3K in Q1 2022.
579 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2023, filed 26 Jul 2023.