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Patriot Investment Management Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Patriot Investment Management 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
-3,060
Closed -$117K – 336
2022
Q4 		$117K Buy
+3,060
New +$110K 0.01% 269
2020
Q3 		– Sell
-385
Closed -$12.6K – 470
2020
Q2 		$12.6K Buy
+385
New +$11.5K ﹤0.01% 475

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Patriot Investment Management Group's MGK Position: Q1 2023 in Review

Patriot Investment Management Group sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2023, closing a stake of 3,060 shares — an estimated $117K sold.

Patriot Investment Management Group first reported a position in MGK in Q2 2020 and held it in 2 quarters. The position peaked at $117K in Q4 2022. 541 funds tracked by Wall St. Rank hold MGK as of Q1 2023.

  • Patriot Investment Management Group reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 3,060 Vanguard Mega Cap Growth ETF shares in Q1 2023, an estimated $117K.
  • Patriot Investment Management Group first reported a position in Vanguard Mega Cap Growth ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's Vanguard Mega Cap Growth ETF position peaked at $117K in Q4 2022.
  • 541 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.