WWM
MGK icon

WJ Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

WJ Wealth Management’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
2020
Q3 		– Sell
-59,795
Closed -$1.96M – 45
2020
Q2 		$1.96M Buy
+59,795
New +$1.78M 1.37% 17

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WJ Wealth Management's MGK Position: Q3 2020 in Review

WJ Wealth Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2020, closing a stake of 59,795 shares — an estimated $1.96M sold.

WJ Wealth Management first reported a position in MGK in Q2 2020 and held it in 1 quarter. The position peaked at $1.96M in Q2 2020. 356 funds tracked by Wall St. Rank hold MGK as of Q3 2020.

  • WJ Wealth Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • WJ Wealth Management sold 59,795 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2020, an estimated $1.96M.
  • WJ Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and held it in 1 quarter.
  • WJ Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.96M in Q2 2020.
  • 356 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2020.

Based on WJ Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.