IHWM
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Iron Horse Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Iron Horse Wealth Management’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
Q4 		– Sell
-2,275
Closed -$103K – 510
2023
Q3 		$103K Buy
+2,275
New +$107K 0.05% 50

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Bank of America
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LNC
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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Iron Horse Wealth Management's MGK Position: Q4 2023 in Review

Iron Horse Wealth Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q4 2023, closing a stake of 2,275 shares — an estimated $103K sold.

Iron Horse Wealth Management first reported a position in MGK in Q3 2023 and held it in 1 quarter. The position peaked at $103K in Q3 2023. 675 funds tracked by Wall St. Rank hold MGK as of Q4 2023.

  • Iron Horse Wealth Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 2,275 Vanguard Mega Cap Growth ETF shares in Q4 2023, an estimated $103K.
  • Iron Horse Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • Iron Horse Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $103K in Q3 2023.
  • 675 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2023.

Based on Iron Horse Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.