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

FSA 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	-4,055	Closed	-$251K	–	149
2024 Q2	$251K	Hold	4,055	–	–	0.26%	115
2024 Q1	$232K	Buy	+4,055	New	+$224K	0.25%	116

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FSA Advisors's MGK Position: Q3 2024 in Review

FSA Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2024, closing a stake of 4,055 shares — an estimated $251K sold.

FSA Advisors first reported a position in MGK in Q1 2024 and held it in 2 quarters. The position peaked at $251K in Q2 2024. 747 funds tracked by Wall St. Rank hold MGK as of Q3 2024.

FSA Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
FSA Advisors sold 4,055 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2024, an estimated $251K.
FSA Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and held it in 2 quarters.
FSA Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $251K in Q2 2024.
747 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2024.

Based on FSA Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.