HWA
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Heritage Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Heritage 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
2021
Q3 		– Sell
-475
Closed -$22K – 561
2021
Q2 		$22K Buy
+475
New +$20.9K ﹤0.01% 407

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Advisors's MGK Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2021, closing a stake of 475 shares — an estimated $22K sold.

Heritage Wealth Advisors first reported a position in MGK in Q2 2021 and held it in 1 quarter. The position peaked at $22K in Q2 2021. 450 funds tracked by Wall St. Rank hold MGK as of Q3 2021.

  • Heritage Wealth Advisors reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 475 Vanguard Mega Cap Growth ETF shares in Q3 2021, an estimated $22K.
  • Heritage Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q2 2021 and held it in 1 quarter.
  • Heritage Wealth Advisors's Vanguard Mega Cap Growth ETF position peaked at $22K in Q2 2021.
  • 450 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.