AFS Financial Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

AFS Financial 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
2024 Q2	–	Sell	-5,415	Closed	-$310K	–	19
2024 Q1	$310K	Sell	5,415 -12,440	-70%	-$686K	1.31%	15
2023 Q4	$927K	Sell	17,855 -13,760	-44%	-$668K	0.87%	18
2023 Q3	$1.43M	Sell	31,615 -330	-1%	-$15.6K	0.98%	26
2023 Q2	$1.5M	Hold	31,945	–	–	0.97%	28
2023 Q1	$1.31M	Hold	31,945	–	–	0.87%	32
2022 Q4	$1.1M	Buy	+31,945	New	+$1.14M	0.78%	34

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFS Financial Group's MGK Position: Q2 2024 in Review

AFS Financial Group sold out of Vanguard Mega Cap Growth ETF (MGK) in Q2 2024, closing a stake of 5,415 shares — an estimated $310K sold.

AFS Financial Group first reported a position in MGK in Q4 2022 and held it in 6 quarters. The position peaked at $1.5M in Q2 2023. 736 funds tracked by Wall St. Rank hold MGK as of Q2 2024.

AFS Financial Group reported no remaining Vanguard Mega Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
AFS Financial Group sold 5,415 Vanguard Mega Cap Growth ETF shares in Q2 2024, an estimated $310K.
AFS Financial Group first reported a position in Vanguard Mega Cap Growth ETF in Q4 2022 and held it in 6 quarters.
AFS Financial Group's Vanguard Mega Cap Growth ETF position peaked at $1.5M in Q2 2023.
736 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2024.

Based on AFS Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.