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Legend Financial Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Legend Financial Advisors’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
2025
Q3 		– Sell
-200
Closed -$14.6K – 110
2025
Q2 		$14.6K Buy
+200
New +$13.2K 0.01% 99
2025
Q1 		– Sell
-200
Closed -$13.7K – 163
2024
Q4 		$13.7K Hold
200
– – 0.01% 101
2024
Q3 		$12.9K Hold
200
– – 0.01% 92
2024
Q2 		$12.6K Buy
+200
New +$11.7K 0.01% 131
2024
Q1 		– Sell
-200
Closed -$10.4K – 193
2023
Q4 		$10.4K Hold
200
– – 0.01% 124
2023
Q3 		$9.08K Hold
200
– – 0.01% 140
2023
Q2 		$9.41K Sell
200
-555
-74% -$23.9K 0.01% 154
2023
Q1 		$30.9K Hold
755
– – 0.03% 79
2022
Q4 		$26K Hold
755
– – 0.02% 96
2022
Q3 		$26.3K Buy
+755
New +$29.7K 0.02% 86

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $57.2B AUM 18.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return