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Goldstone Financial Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Goldstone Financial Group’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
2023
Q3 		– Sell
-22,815
Closed -$1.07M – 161
2023
Q2 		$1.07M Buy
22,815
+365
+2% +$15.7K 0.32% 60
2023
Q1 		$918K Buy
+22,450
New +$851K 0.3% 58

Other funds holding MGK

AssetMark Inc
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldstone Financial Group's MGK Position: Q3 2023 in Review

Goldstone Financial Group sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2023, closing a stake of 22,815 shares — an estimated $1.07M sold.

Goldstone Financial Group first reported a position in MGK in Q1 2023 and held it in 2 quarters. The position peaked at $1.07M in Q2 2023. 580 funds tracked by Wall St. Rank hold MGK as of Q3 2023.

  • Goldstone Financial Group reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Goldstone Financial Group sold 22,815 Vanguard Mega Cap Growth ETF shares in Q3 2023, an estimated $1.07M.
  • Goldstone Financial Group first reported a position in Vanguard Mega Cap Growth ETF in Q1 2023 and held it in 2 quarters.
  • Goldstone Financial Group's Vanguard Mega Cap Growth ETF position peaked at $1.07M in Q2 2023.
  • 580 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2023.

Based on Goldstone Financial Group's 13F filing for Q3 2023, filed 15 Jan 2025.