Tradition Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Tradition Wealth Management’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 Q2	–	Sell	-6,535	Closed	-$308K	–	1122
2022 Q1	$308K	Buy	6,535 +5	+0.1%	+$232	0.04%	243
2021 Q4	$341K	Buy	6,530 +15	+0.2%	+$760	0.04%	227
2021 Q3	$306K	Hold	6,515	–	–	0.04%	221
2021 Q2	$302K	Buy	6,515 +15	+0.2%	+$660	0.05%	232
2021 Q1	$269K	Buy	6,500 +250	+4%	+$10.3K	0.05%	216
2020 Q4	$255K	Buy	+6,250	New	+$242K	0.05%	209

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Tradition Wealth Management's MGK Position: Q2 2022 in Review

Tradition Wealth Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q2 2022, closing a stake of 6,535 shares — an estimated $308K sold.

Tradition Wealth Management first reported a position in MGK in Q4 2020 and held it in 6 quarters. The position peaked at $341K in Q4 2021. 494 funds tracked by Wall St. Rank hold MGK as of Q2 2022.

Tradition Wealth Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Tradition Wealth Management sold 6,535 Vanguard Mega Cap Growth ETF shares in Q2 2022, an estimated $308K.
Tradition Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2020 and held it in 6 quarters.
Tradition Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $341K in Q4 2021.
494 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.