Crewe Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Crewe Advisors’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	–	Sell	-65	Closed	-$4.08K	–	883
2024 Q2	$4.08K	Hold	65	–	–	﹤0.01%	835
2024 Q1	$3.73K	Hold	65	–	–	﹤0.01%	783
2023 Q4	$3.37K	Hold	65	–	–	﹤0.01%	272
2023 Q3	$2.95K	Sell	65 -30	-32%	-$1.42K	﹤0.01%	319
2023 Q2	$4.47K	Hold	95	–	–	﹤0.01%	478
2023 Q1	$3.89K	Buy	+95	New	+$3.6K	﹤0.01%	661

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 $1.49B AUM 19.36% 1-Year Est. Return

Crewe Advisors's MGK Position: Q3 2024 in Review

Crewe Advisors sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2024, closing a stake of 65 shares — an estimated $4.08K sold.

Crewe Advisors first reported a position in MGK in Q1 2023 and held it in 6 quarters. The position peaked at $4.47K in Q2 2023. 747 funds tracked by Wall St. Rank hold MGK as of Q3 2024.

Crewe Advisors reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Crewe Advisors sold 65 Vanguard Mega Cap Growth ETF shares in Q3 2024, an estimated $4.08K.
Crewe Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q1 2023 and held it in 6 quarters.
Crewe Advisors's Vanguard Mega Cap Growth ETF position peaked at $4.47K in Q2 2023.
747 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.