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Walkner Condon Financial Advisors’s Vanguard 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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LNC
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PNC Financial Services Group
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UBS Group
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Walkner Condon Financial Advisors's MGK Position: Q3 2022 in Review

Walkner Condon Financial Advisors sold out of Vanguard 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 Mega Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 7,170 Vanguard Mega Cap Growth ETF shares in Q3 2022, an estimated $260K.
  • Walkner Condon Financial Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q2 2022 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's Vanguard Mega Cap Growth ETF position peaked at $260K in Q2 2022.
  • 488 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2022.

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