MFW
MGK icon

Mosaic Family Wealth’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Mosaic Family Wealth’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
2019
Q1 		– Sell
-480
Closed -$10K – 707
2018
Q4 		$10K Buy
+480
New +$11.1K ﹤0.01% 486

Other funds holding MGK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mosaic Family Wealth's MGK Position: Q1 2019 in Review

Mosaic Family Wealth sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2019, closing a stake of 480 shares — an estimated $10K sold.

Mosaic Family Wealth first reported a position in MGK in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 232 funds tracked by Wall St. Rank hold MGK as of Q1 2019.

  • Mosaic Family Wealth reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 480 Vanguard Mega Cap Growth ETF shares in Q1 2019, an estimated $10K.
  • Mosaic Family Wealth first reported a position in Vanguard Mega Cap Growth ETF in Q4 2018 and held it in 1 quarter.
  • Mosaic Family Wealth's Vanguard Mega Cap Growth ETF position peaked at $10K in Q4 2018.
  • 232 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2019.

Based on Mosaic Family Wealth's 13F filing for Q1 2019, filed 14 May 2019.