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

Dopkins 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
2026 Q2	$2.68M	Buy	30,442 +237	+0.8%	+$20.2K	0.97%	25
2026 Q1	$2.22M	Sell	30,205 -725	-2%	-$56.9K	0.89%	29
2025 Q4	$2.55M	Sell	30,930 -720	-2%	-$59.1K	1.04%	21
2025 Q3	$2.55M	Sell	31,650 -1,605	-5%	-$123K	1.07%	21
2025 Q2	$2.44M	Buy	33,255 +550	+2%	+$36.2K	1.09%	21
2025 Q1	$2.02M	Buy	32,705 +4,130	+14%	+$279K	1.03%	23
2024 Q4	$1.96M	Buy	28,575 +22,945	+408%	+$1.54M	1%	22
2024 Q3	$363K	Sell	5,630 -6,060	-52%	-$378K	0.29%	38
2024 Q2	$735K	Buy	11,690 +1,840	+19%	+$107K	0.45%	31
2024 Q1	$565K	Buy	9,850 +5,605	+132%	+$309K	0.34%	39
2023 Q4	$220K	Buy	+4,245	New	+$206K	0.17%	43

Other funds holding MGK

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return