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

Meridian Wealth 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
2021 Q2	–	Sell	-3,250	Closed	-$135K	–	787
2021 Q1	$135K	Hold	3,250	–	–	0.04%	89
2020 Q4	$132K	Hold	3,250	–	–	0.05%	83
2020 Q3	$121K	Hold	3,250	–	–	0.06%	80
2020 Q2	$106K	Hold	3,250	–	–	0.06%	86
2020 Q1	$83K	Hold	3,250	–	–	0.05%	95
2019 Q4	$95K	Buy	+3,250	New	+$89.8K	0.06%	92

Other funds holding MGK

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

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Meridian Wealth Partners's MGK Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2021, closing a stake of 3,250 shares — an estimated $135K sold.

Meridian Wealth Partners first reported a position in MGK in Q4 2019 and held it in 6 quarters. The position peaked at $135K in Q1 2021. 432 funds tracked by Wall St. Rank hold MGK as of Q2 2021.

Meridian Wealth Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 3,250 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2021, an estimated $135K.
Meridian Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $135K in Q1 2021.
432 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.