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Coppell Advisory Solutions’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-285
Closed -$19.8K – 1240
2024
Q4 		$19.8K Sell
285
-1,310
-82% -$88.2K ﹤0.01% 891
2024
Q3 		$102K Buy
1,595
+1,340
+525% +$83.6K 0.02% 394
2024
Q2 		$16K Buy
+255
New +$14.9K ﹤0.01% 866
2023
Q4 		$447K Buy
8,620
+8,295
+2,552% +$402K 0.09% 168
2023
Q3 		$11.2K Sell
325
-19,950
-98% -$941K ﹤0.01% 590
2023
Q2 		$940K Sell
20,275
-1,145
-5% -$49.3K 0.27% 86
2023
Q1 		$860K Buy
21,420
+21,095
+6,491% +$799K 0.28% 91
2022
Q4 		$11.2K Buy
+325
New +$11.6K ﹤0.01% 593

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return