Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Legacy Financial Group (Iowa)’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
-5
Closed -$227 – 319
2023
Q3 		$227 Buy
+5
New +$236 ﹤0.01% 552

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Legacy Financial Group (Iowa)'s MGK Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Vanguard Mega Cap Growth ETF (MGK) in Q4 2023, closing a stake of 5 shares — an estimated $227 sold.

Legacy Financial Group (Iowa) first reported a position in MGK in Q3 2023 and held it in 1 quarter. The position peaked at $227 in Q3 2023. 675 funds tracked by Wall St. Rank hold MGK as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Vanguard Mega Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 5 Vanguard Mega Cap Growth ETF shares in Q4 2023, an estimated $227.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard Mega Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Vanguard Mega Cap Growth ETF position peaked at $227 in Q3 2023.
  • 675 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.