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Legacy Capital Group California’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Legacy Capital Group California’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
-7,505
Closed -$341K – 295
2023
Q3 		$341K Buy
+7,505
New +$354K 0.15% 192

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Bank of America
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LNC
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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

Legacy Capital Group California's MGK Position: Q4 2023 in Review

Legacy Capital Group California sold out of Vanguard Mega Cap Growth ETF (MGK) in Q4 2023, closing a stake of 7,505 shares — an estimated $341K sold.

Legacy Capital Group California first reported a position in MGK in Q3 2023 and held it in 1 quarter. The position peaked at $341K in Q3 2023. 675 funds tracked by Wall St. Rank hold MGK as of Q4 2023.

  • Legacy Capital Group California reported no remaining Vanguard Mega Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 7,505 Vanguard Mega Cap Growth ETF shares in Q4 2023, an estimated $341K.
  • Legacy Capital Group California first reported a position in Vanguard Mega Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Capital Group California's Vanguard Mega Cap Growth ETF position peaked at $341K in Q3 2023.
  • 675 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.