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Heritage Wealth Management (Arizona)’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q3 		– Sell
-5,160
Closed -$188K – 1064
2022
Q2 		$188K Hold
5,160
– – 0.06% 245
2022
Q1 		$243K Buy
+5,160
New +$239K 0.07% 235

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Heritage Wealth Management (Arizona)'s MGK Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2022, closing a stake of 5,160 shares — an estimated $188K sold.

Heritage Wealth Management (Arizona) first reported a position in MGK in Q1 2022 and held it in 2 quarters. The position peaked at $243K in Q1 2022. 488 funds tracked by Wall St. Rank hold MGK as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 5,160 Vanguard Mega Cap Growth ETF shares in Q3 2022, an estimated $188K.
  • Heritage Wealth Management (Arizona) first reported a position in Vanguard Mega Cap Growth ETF in Q1 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Vanguard Mega Cap Growth ETF position peaked at $243K in Q1 2022.
  • 488 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.