ZIG
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Zullo Investment Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-145
Closed -$4.99K – 477
2022
Q4 		$4.99K Hold
145
– – ﹤0.01% 602
2022
Q3 		$5K Hold
145
– – ﹤0.01% 598
2022
Q2 		$5K Hold
145
– – ﹤0.01% 625
2022
Q1 		$7K Hold
145
– – ﹤0.01% 593
2021
Q4 		$8K Buy
+145
New +$7.34K ﹤0.01% 574

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
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 22.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Zullo Investment Group's MGK Position: Q1 2023 in Review

Zullo Investment Group sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2023, closing a stake of 145 shares — an estimated $4.99K sold.

Zullo Investment Group first reported a position in MGK in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 540 funds tracked by Wall St. Rank hold MGK as of Q1 2023.

  • Zullo Investment Group reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 145 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2023, an estimated $4.99K.
  • Zullo Investment Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $8K in Q4 2021.
  • 540 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.