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Retirement Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Retirement 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
2022
Q3 		– Sell
-160
Closed -$6K – 691
2022
Q2 		$6K Buy
+160
New +$6.44K ﹤0.01% 513

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Retirement Group's MGK Position: Q3 2022 in Review

Retirement Group sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2022, closing a stake of 160 shares — an estimated $6K sold.

Retirement Group first reported a position in MGK in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 488 funds tracked by Wall St. Rank hold MGK as of Q3 2022.

  • Retirement Group reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 160 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2022, an estimated $6K.
  • Retirement Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2022 and held it in 1 quarter.
  • Retirement Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $6K in Q2 2022.
  • 488 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.