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McDonald Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

McDonald Partners’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
Q1 		– Sell
-120
Closed -$6.26K – 546
2021
Q4 		$6.26K Buy
+120
New +$6.08K 0.01% 229

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Envestnet Asset Management
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LNC
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PNC Financial Services Group
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McDonald Partners's MGK Position: Q1 2022 in Review

McDonald Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2022, closing a stake of 120 shares — an estimated $6.26K sold.

McDonald Partners first reported a position in MGK in Q4 2021 and held it in 1 quarter. The position peaked at $6.26K in Q4 2021. 526 funds tracked by Wall St. Rank hold MGK as of Q1 2022.

  • McDonald Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 120 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2022, an estimated $6.26K.
  • McDonald Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $6.26K in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.