KWMG LLC’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

KWMG LLC’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	$213K	Buy	+2,425	New	+$207K	0.02%	151
2019 Q2	–	Sell	-20	Closed	-$1K	–	308
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	441
2018 Q4	$0	Hold	20	–	–	﹤0.01%	472
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	448
2018 Q2	$0	Buy	+20	New	+$467	﹤0.01%	457

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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

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

Sherman Wealth Management Gaithersburg, Maryland $133M AUM

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return