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Paladin Advisory Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Paladin Advisory 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
2023
Q1 		– Sell
-195
Closed -$6.76K – 408
2022
Q4 		$6.76K Hold
195
– – 0.01% 229
2022
Q3 		$6K Hold
195
– – 0.01% 237
2022
Q2 		$7K Buy
+195
New +$7.84K 0.01% 232
2022
Q1 		– Sell
-195
Closed -$10K – 422
2021
Q4 		$10K Buy
+195
New +$9.88K 0.01% 235

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Paladin Advisory Group's MGK Position: Q4 2023 in Review

Paladin Advisory Group sold out of Vanguard Mega Cap Growth ETF (MGK) in Q4 2023, closing a stake of 195 shares — an estimated $8.95K sold.

Paladin Advisory Group first reported a position in MGK in Q1 2022 and held it in 4 quarters. The position peaked at $9.27K in Q2 2023. 675 funds tracked by Wall St. Rank hold MGK as of Q4 2023.

  • Paladin Advisory Group reported no remaining Vanguard Mega Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Paladin Advisory Group sold 195 Vanguard Mega Cap Growth ETF shares in Q4 2023, an estimated $8.95K.
  • Paladin Advisory Group first reported a position in Vanguard Mega Cap Growth ETF in Q1 2022 and held it in 4 quarters.
  • Paladin Advisory Group's Vanguard Mega Cap Growth ETF position peaked at $9.27K in Q2 2023.
  • 675 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2023.

Based on Paladin Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.