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RE Dickinson Investment Advisors’s Vanguard Morningstar 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
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Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RE Dickinson Investment Advisors sold out of Vanguard Morningstar 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 Morningstar Mega Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 90 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2023, an estimated $4K.
  • RE Dickinson Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and held it in 1 quarter.
  • RE Dickinson Investment Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $4K in Q2 2023.
  • 580 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2023.

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