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

Milestone 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
2023
Q2 		– Sell
-57,265
Closed -$2.34M – 71
2023
Q1 		$2.34M Buy
+57,265
New +$2.17M 1.34% 21

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Milestone Asset Management's MGK Position: Q2 2023 in Review

Milestone Asset Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q2 2023, closing a stake of 57,265 shares — an estimated $2.34M sold.

Milestone Asset Management first reported a position in MGK in Q1 2023 and held it in 1 quarter. The position peaked at $2.34M in Q1 2023. 580 funds tracked by Wall St. Rank hold MGK as of Q2 2023.

  • Milestone Asset Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Milestone Asset Management sold 57,265 Vanguard Mega Cap Growth ETF shares in Q2 2023, an estimated $2.34M.
  • Milestone Asset Management first reported a position in Vanguard Mega Cap Growth ETF in Q1 2023 and held it in 1 quarter.
  • Milestone Asset Management's Vanguard Mega Cap Growth ETF position peaked at $2.34M in Q1 2023.
  • 580 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2023.

Based on Milestone Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.