Resource Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Resource Management’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
2020 Q4	–	Sell	-7,980	Closed	-$296K	–	179
2020 Q3	$296K	Buy	7,980 +55	+0.7%	+$1.98K	0.05%	120
2020 Q2	$259K	Buy	7,925 +20	+0.3%	+$597	0.04%	121
2020 Q1	$201K	Hold	7,905	–	–	0.04%	125
2019 Q4	$230K	Buy	7,905 +45	+0.6%	+$1.24K	0.04%	133
2019 Q3	$208K	Buy	+7,860	New	+$208K	0.04%	132

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Resource Management's MGK Position: Q4 2020 in Review

Resource Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2020, closing a stake of 7,980 shares — an estimated $296K sold.

Resource Management first reported a position in MGK in Q3 2019 and held it in 5 quarters. The position peaked at $296K in Q3 2020. 417 funds tracked by Wall St. Rank hold MGK as of Q4 2020.

Resource Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
Resource Management sold 7,980 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2020, an estimated $296K.
Resource Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2019 and held it in 5 quarters.
Resource Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $296K in Q3 2020.
417 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2020.

Based on Resource Management's 13F filing for Q4 2020, filed 8 Feb 2021.