RE Dickinson Investment Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

RE Dickinson Investment 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
2023 Q3	–	Sell	-90	Closed	-$4K	–	278
2023 Q2	$4K	Buy	+90	New	+$3.88K	﹤0.01%	297

Other funds holding MGK

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RE Dickinson Investment Advisors's MGK Position: Q3 2023 in Review

RE Dickinson Investment Advisors sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2023, closing a stake of 90 shares — an estimated $4K sold.

RE Dickinson Investment Advisors first reported a position in MGK in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 580 funds tracked by Wall St. Rank hold MGK as of Q3 2023.

RE Dickinson Investment Advisors reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
RE Dickinson Investment Advisors sold 90 Vanguard Mega Cap Growth ETF shares in Q3 2023, an estimated $4K.
RE Dickinson Investment Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q2 2023 and held it in 1 quarter.
RE Dickinson Investment Advisors's Vanguard Mega Cap Growth ETF position peaked at $4K in Q2 2023.
580 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.