Sargent Bickham Lagudis’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Sargent Bickham Lagudis’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 Q4	$32.8K	Hold	955	–	–	﹤0.01%	513
2022 Q3	$33K	Hold	955	–	–	﹤0.01%	488
2022 Q2	$35K	Buy	955 +5	+0.5%	+$201	﹤0.01%	493
2022 Q1	$45K	Buy	950 +355	+60%	+$16.4K	﹤0.01%	476
2021 Q4	$31K	Hold	595	–	–	﹤0.01%	538
2021 Q3	$28K	Hold	595	–	–	﹤0.01%	559
2021 Q2	$28K	Hold	595	–	–	﹤0.01%	560
2021 Q1	$25K	Hold	595	–	–	﹤0.01%	551
2020 Q4	$24K	Hold	595	–	–	﹤0.01%	532
2020 Q3	$22K	Hold	595	–	–	﹤0.01%	497
2020 Q2	$19K	Buy	+595	New	+$17.8K	﹤0.01%	502

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Bank of America

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

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Envestnet Asset Management

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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return