Financial Network Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Financial Network Wealth 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 Q4	–	Sell	-395	Closed	-$25.4K	–	702
2024 Q3	$25.4K	Sell	395 -1,580	-80%	-$98.5K	0.02%	345
2024 Q2	$122K	Buy	+1,975	New	+$115K	0.09%	189

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

HCM

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

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

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Network Wealth Advisors's MGK Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Vanguard Mega Cap Growth ETF (MGK) in Q4 2024, closing a stake of 395 shares — an estimated $25.4K sold.

Financial Network Wealth Advisors first reported a position in MGK in Q2 2024 and held it in 2 quarters. The position peaked at $122K in Q2 2024. 839 funds tracked by Wall St. Rank hold MGK as of Q4 2024.

Financial Network Wealth Advisors reported no remaining Vanguard Mega Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Financial Network Wealth Advisors sold 395 Vanguard Mega Cap Growth ETF shares in Q4 2024, an estimated $25.4K.
Financial Network Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q2 2024 and held it in 2 quarters.
Financial Network Wealth Advisors's Vanguard Mega Cap Growth ETF position peaked at $122K in Q2 2024.
839 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.