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Peak Financial Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Peak Financial 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
-124,795
Closed -$6.51M – 98
2021
Q4 		$6.51M Buy
124,795
+37,275
+43% +$1.89M 5.02% 4
2021
Q3 		$4.11M Buy
87,520
+41,950
+92% +$2.03M 3.61% 6
2021
Q2 		$2.11M Buy
+45,570
New +$2.01M 1.81% 17

Other funds holding MGK

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
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

Peak Financial Advisors's MGK Position: Q1 2022 in Review

Peak Financial Advisors sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2022, closing a stake of 124,795 shares — an estimated $6.51M sold.

Peak Financial Advisors first reported a position in MGK in Q2 2021 and held it in 3 quarters. The position peaked at $6.51M in Q4 2021. 526 funds tracked by Wall St. Rank hold MGK as of Q1 2022.

  • Peak Financial Advisors reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 124,795 Vanguard Mega Cap Growth ETF shares in Q1 2022, an estimated $6.51M.
  • Peak Financial Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q2 2021 and held it in 3 quarters.
  • Peak Financial Advisors's Vanguard Mega Cap Growth ETF position peaked at $6.51M in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.