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Carmichael Hill & Associates’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Carmichael Hill & Associates’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 		$62.1K Hold
965
– – 0.02% 336
2024
Q2 		$60.6K Sell
965
-35
-4% -$2.04K 0.02% 315
2024
Q1 		$57.3K Hold
1,000
– – 0.02% 327
2023
Q4 		$51.9K Hold
1,000
– – 0.02% 337
2023
Q3 		$45.4K Hold
1,000
– – 0.02% 346
2023
Q2 		$47.1K Buy
+1,000
New +$43.1K 0.02% 341

Other funds holding MGK

AssetMark Inc
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
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
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Carmichael Hill & Associates's MGK Position: Q3 2024 in Review

Carmichael Hill & Associates held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q3 2024 at 965 shares worth $62.1K. The position accounts for 0.02% of the portfolio, ranked #336.

Carmichael Hill & Associates first reported a position in MGK in Q2 2023 and has held it in 6 quarters since. 747 funds tracked by Wall St. Rank hold MGK as of Q3 2024.

  • Carmichael Hill & Associates held 965 shares of Vanguard Mega Cap Growth ETF worth $62.1K as of Q3 2024.
  • Carmichael Hill & Associates left its Vanguard Mega Cap Growth ETF share count unchanged in Q3 2024.
  • Vanguard Mega Cap Growth ETF made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #336 holding.
  • Carmichael Hill & Associates first reported a position in Vanguard Mega Cap Growth ETF in Q2 2023 and has held it in 6 quarters since.
  • 747 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.