McCarthy Asset Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-2,875	Closed	-$135K	–	186
2022 Q1	$135K	Hold	2,875	–	–	0.09%	46
2021 Q4	$150K	Hold	2,875	–	–	0.1%	43
2021 Q3	$135K	Hold	2,875	–	–	0.1%	42
2021 Q2	$133K	Sell	2,875 -565	-16%	-$24.9K	0.09%	49
2021 Q1	$142K	Hold	3,440	–	–	0.11%	46
2020 Q4	$140K	Buy	+3,440	New	+$133K	0.12%	44

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

McCarthy Asset Management's MGK Position: Q2 2022 in Review

McCarthy Asset Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q2 2022, closing a stake of 2,875 shares — an estimated $135K sold.

McCarthy Asset Management first reported a position in MGK in Q4 2020 and held it in 6 quarters. The position peaked at $150K in Q4 2021. 494 funds tracked by Wall St. Rank hold MGK as of Q2 2022.

McCarthy Asset Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 2,875 Vanguard Mega Cap Growth ETF shares in Q2 2022, an estimated $135K.
McCarthy Asset Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Vanguard Mega Cap Growth ETF position peaked at $150K in Q4 2021.
494 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.