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Zimmermann Investment Management & Planning’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Zimmermann Investment Management & Planning’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
-5,670
Closed -$206K – 101
2022
Q2 		$206K Sell
5,670
-24,920
-81% -$1M 0.14% 83
2022
Q1 		$1.44M Sell
30,590
-69,840
-70% -$3.24M 0.85% 31
2021
Q4 		$5.24M Buy
+100,430
New +$5.09M 2.94% 11

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Zimmermann Investment Management & Planning's MGK Position: Q3 2022 in Review

Zimmermann Investment Management & Planning sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2022, closing a stake of 5,670 shares — an estimated $206K sold.

Zimmermann Investment Management & Planning first reported a position in MGK in Q4 2021 and held it in 3 quarters. The position peaked at $5.24M in Q4 2021. 488 funds tracked by Wall St. Rank hold MGK as of Q3 2022.

  • Zimmermann Investment Management & Planning reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 5,670 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2022, an estimated $206K.
  • Zimmermann Investment Management & Planning first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's Vanguard Morningstar Mega Cap Growth ETF position peaked at $5.24M in Q4 2021.
  • 488 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2022, filed 1 Nov 2022.