Sargent Bickham Lagudis’s Vanguard Morningstar 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 $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 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

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

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

Sargent Bickham Lagudis's MGK Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q4 2022 at 955 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Sargent Bickham Lagudis first reported a position in MGK in Q2 2020 and has held it in 11 quarters since. The position peaked at $45K in Q1 2022. 490 funds tracked by Wall St. Rank hold MGK as of Q4 2022.

Sargent Bickham Lagudis held 955 shares of Vanguard Morningstar Mega Cap Growth ETF worth $32.8K as of Q4 2022.
Sargent Bickham Lagudis left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q4 2022.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #513 holding.
Sargent Bickham Lagudis first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 11 quarters since.
Sargent Bickham Lagudis's Vanguard Morningstar Mega Cap Growth ETF position peaked at $45K in Q1 2022.
490 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.