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

GoalVest Advisory’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	$34.7K	Buy	+395	New	+$33.7K	0.01%	245
2025 Q1	–	Sell	-350	Closed	-$24K	–	523
2024 Q4	$24K	Buy	+350	New	+$23.6K	0.01%	233
2023 Q4	–	Sell	-325	Closed	-$14.7K	–	448
2023 Q3	$14.7K	Buy	+325	New	+$15.3K	0.01%	239
2023 Q2	–	Sell	-125	Closed	-$5.11K	–	401
2023 Q1	$5.11K	Hold	125	–	–	﹤0.01%	205
2022 Q4	$4.3K	Buy	+125	New	+$4.48K	﹤0.01%	205
2021 Q1	–	Sell	-1,420	Closed	-$58K	–	210
2020 Q4	$58K	Buy	+1,420	New	+$55K	0.05%	111

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 $59.6B 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 $6.82B 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