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

Aspire 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
2024 Q3	$73.1K	Buy	1,135 +130	+13%	+$8.11K	0.04%	131
2024 Q2	$63.3K	Hold	1,005	–	–	0.04%	129
2024 Q1	$57.7K	Hold	1,005	–	–	0.03%	133
2023 Q4	$52.2K	Hold	1,005	–	–	0.04%	125
2023 Q3	$45.6K	Hold	1,005	–	–	0.03%	121
2023 Q2	$47.2K	Buy	1,005 +5	+0.5%	+$215	0.04%	123
2023 Q1	$41K	Hold	1,000	–	–	0.03%	127
2022 Q4	$34.4K	Buy	1,000 +5	+0.5%	+$179	0.03%	125
2022 Q3	$35K	Sell	995 -1,800	-64%	-$70.9K	0.03%	118
2022 Q2	$102K	Sell	2,795 -80	-3%	-$3.22K	0.09%	104
2022 Q1	$135K	Hold	2,875	–	–	0.11%	94
2021 Q4	$150K	Buy	+2,875	New	+$146K	0.12%	96

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

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

LNC

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Aspire Wealth Management's MGK Position: Q3 2024 in Review

Aspire Wealth Management increased its Vanguard Mega Cap Growth ETF (MGK) stake by 13% in Q3 2024, buying an estimated $8.11K and bringing the position to 1,135 shares worth $73.1K. The position accounts for 0.04% of the portfolio, ranked #131.

Aspire Wealth Management first reported a position in MGK in Q4 2021 and has held it in 12 quarters since. The position peaked at $150K in Q4 2021. 747 funds tracked by Wall St. Rank hold MGK as of Q3 2024.

Aspire Wealth Management held 1,135 shares of Vanguard Mega Cap Growth ETF worth $73.1K as of Q3 2024.
Aspire Wealth Management bought 130 Vanguard Mega Cap Growth ETF shares in Q3 2024, an estimated $8.11K.
Vanguard Mega Cap Growth ETF made up 0.04% of Aspire Wealth Management's portfolio in Q3 2024, its #131 holding.
Aspire Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $150K in Q4 2021.
747 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.