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Walkner Condon Financial Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Walkner Condon Financial Advisors’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
Q3 		– Sell
-7,170
Closed -$260K – 226
2022
Q2 		$260K Buy
+7,170
New +$288K 0.08% 189

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Bank of America
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Walkner Condon Financial Advisors's MGK Position: Q3 2022 in Review

Walkner Condon Financial Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2022, closing a stake of 7,170 shares — an estimated $260K sold.

Walkner Condon Financial Advisors first reported a position in MGK in Q2 2022 and held it in 1 quarter. The position peaked at $260K in Q2 2022. 488 funds tracked by Wall St. Rank hold MGK as of Q3 2022.

  • Walkner Condon Financial Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 7,170 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2022, an estimated $260K.
  • Walkner Condon Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2022 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $260K in Q2 2022.
  • 488 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2022.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.