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WealthPLAN Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-310
Closed -$14.6K – 801
2023
Q2 		$14.6K Hold
310
– – ﹤0.01% 735
2023
Q1 		$12.7K Buy
+310
New +$11.7K ﹤0.01% 808

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWM
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

WealthPLAN Partners's MGK Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2023, closing a stake of 310 shares — an estimated $14.6K sold.

WealthPLAN Partners first reported a position in MGK in Q1 2023 and held it in 2 quarters. The position peaked at $14.6K in Q2 2023. 579 funds tracked by Wall St. Rank hold MGK as of Q3 2023.

  • WealthPLAN Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 310 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2023, an estimated $14.6K.
  • WealthPLAN Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $14.6K in Q2 2023.
  • 579 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.