O'Dell Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

O'Dell Group’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 Q3	–	Sell	-710	Closed	-$26K	–	468
2022 Q2	$26K	Hold	710	–	–	0.01%	209
2022 Q1	$33K	Hold	710	–	–	0.01%	218
2021 Q4	$37K	Hold	710	–	–	0.01%	192
2021 Q3	$33K	Buy	+710	New	+$34.3K	0.01%	194

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

O'Dell Group's MGK Position: Q3 2022 in Review

O'Dell Group sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2022, closing a stake of 710 shares — an estimated $26K sold.

O'Dell Group first reported a position in MGK in Q3 2021 and held it in 4 quarters. The position peaked at $37K in Q4 2021. 488 funds tracked by Wall St. Rank hold MGK as of Q3 2022.

O'Dell Group reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
O'Dell Group sold 710 Vanguard Mega Cap Growth ETF shares in Q3 2022, an estimated $26K.
O'Dell Group first reported a position in Vanguard Mega Cap Growth ETF in Q3 2021 and held it in 4 quarters.
O'Dell Group's Vanguard Mega Cap Growth ETF position peaked at $37K in Q4 2021.
488 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2022.

Based on O'Dell Group's 13F filing for Q3 2022, filed 8 Nov 2022.