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Sittner & Nelson’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Sittner & Nelson’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
2024
Q2 		– Sell
-225
Closed -$12.9K – 475
2024
Q1 		$12.9K Buy
+225
New +$12.4K 0.01% 325

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sittner & Nelson's MGK Position: Q2 2024 in Review

Sittner & Nelson sold out of Vanguard Mega Cap Growth ETF (MGK) in Q2 2024, closing a stake of 225 shares — an estimated $12.9K sold.

Sittner & Nelson first reported a position in MGK in Q1 2024 and held it in 1 quarter. The position peaked at $12.9K in Q1 2024. 736 funds tracked by Wall St. Rank hold MGK as of Q2 2024.

  • Sittner & Nelson reported no remaining Vanguard Mega Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Sittner & Nelson sold 225 Vanguard Mega Cap Growth ETF shares in Q2 2024, an estimated $12.9K.
  • Sittner & Nelson first reported a position in Vanguard Mega Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Sittner & Nelson's Vanguard Mega Cap Growth ETF position peaked at $12.9K in Q1 2024.
  • 736 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2024.

Based on Sittner & Nelson's 13F filing for Q2 2024, filed 13 Aug 2024.