MWM
MGK icon

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

MBE Wealth Management’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
2020
Q2 		– Sell
-810
Closed -$20K – 332
2020
Q1 		$20K Buy
+810
New +$23.4K 0.02% 221

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MBE Wealth Management's MGK Position: Q2 2020 in Review

MBE Wealth Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q2 2020, closing a stake of 810 shares — an estimated $20K sold.

MBE Wealth Management first reported a position in MGK in Q1 2020 and held it in 1 quarter. The position peaked at $20K in Q1 2020. 322 funds tracked by Wall St. Rank hold MGK as of Q2 2020.

  • MBE Wealth Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 810 Vanguard Mega Cap Growth ETF shares in Q2 2020, an estimated $20K.
  • MBE Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $20K in Q1 2020.
  • 322 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.