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New England Guild Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

New England Guild Wealth Advisors’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
-3,925
Closed -$205K – 74
2021
Q4 		$205K Buy
+3,925
New +$199K 0.1% 71

Other funds holding MGK

AssetMark Inc
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New England Guild Wealth Advisors's MGK Position: Q1 2022 in Review

New England Guild Wealth Advisors sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2022, closing a stake of 3,925 shares — an estimated $205K sold.

New England Guild Wealth Advisors first reported a position in MGK in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 526 funds tracked by Wall St. Rank hold MGK as of Q1 2022.

  • New England Guild Wealth Advisors reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • New England Guild Wealth Advisors sold 3,925 Vanguard Mega Cap Growth ETF shares in Q1 2022, an estimated $205K.
  • New England Guild Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • New England Guild Wealth Advisors's Vanguard Mega Cap Growth ETF position peaked at $205K in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.