TIAM2
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Tru Independence Asset Management 2’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Tru Independence Asset Management 2’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
Q1 		– Sell
-1,040
Closed -$42K – 289
2020
Q4 		$42K Buy
+1,040
New +$40.3K 0.04% 193

Other funds holding MGK

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Bank of America
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CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tru Independence Asset Management 2's MGK Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2021, closing a stake of 1,040 shares — an estimated $42K sold.

Tru Independence Asset Management 2 first reported a position in MGK in Q4 2020 and held it in 1 quarter. The position peaked at $42K in Q4 2020. 407 funds tracked by Wall St. Rank hold MGK as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 1,040 Vanguard Mega Cap Growth ETF shares in Q1 2021, an estimated $42K.
  • Tru Independence Asset Management 2 first reported a position in Vanguard Mega Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Vanguard Mega Cap Growth ETF position peaked at $42K in Q4 2020.
  • 407 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.