Wealthspire Advisors (Maryland)’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-2,705	Closed	-$67K	–	1377
2019 Q1	$67K	Hold	2,705	–	–	0.01%	784
2018 Q4	$58K	Hold	2,705	–	–	0.01%	795
2018 Q3	$69K	Hold	2,705	–	–	0.01%	841
2018 Q2	$64K	Hold	2,705	–	–	0.01%	888
2018 Q1	$61K	Hold	2,705	–	–	0.01%	901
2017 Q4	$60K	Buy	+2,705	New	+$58.9K	0.01%	928

Other funds holding MGK

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MGK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2019, closing a stake of 2,705 shares — an estimated $67K sold.

Wealthspire Advisors (Maryland) first reported a position in MGK in Q4 2017 and held it in 6 quarters. The position peaked at $69K in Q3 2018. 234 funds tracked by Wall St. Rank hold MGK as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,705 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2019, an estimated $67K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2017 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s Vanguard Morningstar Mega Cap Growth ETF position peaked at $69K in Q3 2018.
234 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.