Stuart Chaussee & Associates’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Stuart Chaussee & Associates’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
2021 Q2	–	Sell	-569,470	Closed	-$23.6M	–	205
2021 Q1	$23.6M	Sell	569,470 -26,115	-4%	-$1.08M	9.08%	4
2020 Q4	$24.3M	Buy	595,585 +5,355	+0.9%	+$207K	9.78%	4
2020 Q3	$21.9M	Buy	590,230 +12,650	+2%	+$456K	9.96%	4
2020 Q2	$18.9M	Buy	577,580 +10,640	+2%	+$317K	9.84%	4
2020 Q1	$14.4M	Buy	+566,940	New	+$16.4M	13.63%	3
2018 Q4	–	Sell	-4,425	Closed	-$113K	–	124
2018 Q3	$113K	Hold	4,425	–	–	0.07%	32
2018 Q2	$105K	Buy	4,425 +3,250	+277%	+$75.9K	0.07%	30
2018 Q1	$26K	Hold	1,175	–	–	0.11%	39
2017 Q4	$26K	Buy	+1,175	New	+$25.6K	0.02%	47

Other funds holding MGK

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

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

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

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

LNC

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stuart Chaussee & Associates's MGK Position: Q2 2021 in Review

Stuart Chaussee & Associates sold out of Vanguard Mega Cap Growth ETF (MGK) in Q2 2021, closing a stake of 569,470 shares — an estimated $23.6M sold.

Stuart Chaussee & Associates first reported a position in MGK in Q4 2017 and held it in 9 quarters. The position peaked at $24.3M in Q4 2020. 432 funds tracked by Wall St. Rank hold MGK as of Q2 2021.

Stuart Chaussee & Associates reported no remaining Vanguard Mega Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
Stuart Chaussee & Associates sold 569,470 Vanguard Mega Cap Growth ETF shares in Q2 2021, an estimated $23.6M.
Stuart Chaussee & Associates first reported a position in Vanguard Mega Cap Growth ETF in Q4 2017 and held it in 9 quarters.
Stuart Chaussee & Associates's Vanguard Mega Cap Growth ETF position peaked at $24.3M in Q4 2020.
432 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2021, filed 6 Aug 2021.