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LWS Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

LWS Wealth 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
2023
Q4 		$448K Buy
8,630
+20
+0.2% +$970 0.17% 49
2023
Q3 		$391K Buy
8,610
+5
+0.1% +$236 0.17% 43
2023
Q2 		$405K Sell
8,605
-1,530
-15% -$65.9K 0.17% 43
2023
Q1 		$415K Sell
10,135
-330
-3% -$12.5K 0.17% 43
2022
Q4 		$360K Sell
10,465
-155
-1% -$5.55K 0.15% 45
2022
Q3 		$370K Hold
10,620
– – 0.14% 48
2022
Q2 		$386K Buy
10,620
+5
+0% +$201 0.18% 48
2022
Q1 		$500K Buy
10,615
+5
+0% +$232 0.21% 39
2021
Q4 		$553K Buy
10,610
+5
+0% +$253 0.23% 38
2021
Q3 		$498K Sell
10,605
-750
-7% -$36.3K 0.22% 37
2021
Q2 		$525K Sell
11,355
-900
-7% -$39.6K 0.23% 37
2021
Q1 		$507K Buy
12,255
+320
+3% +$13.2K 0.23% 39
2020
Q4 		$486K Sell
11,935
-265
-2% -$10.3K 0.22% 40
2020
Q3 		$452K Sell
12,200
-1,130
-8% -$40.7K 0.22% 39
2020
Q2 		$436K Sell
13,330
-1,515
-10% -$45.2K 0.23% 38
2020
Q1 		$377K Sell
14,845
-1,140
-7% -$32.9K 0.25% 41
2019
Q4 		$466K Buy
+15,985
New +$441K 0.24% 39

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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

LWS Wealth Advisors's MGK Position: Q4 2023 in Review

LWS Wealth Advisors increased its Vanguard Mega Cap Growth ETF (MGK) stake by 0.23% in Q4 2023, buying an estimated $970 and bringing the position to 8,630 shares worth $448K. The position accounts for 0.17% of the portfolio, ranked #49.

LWS Wealth Advisors first reported a position in MGK in Q4 2019 and has held it in 17 quarters since. The position peaked at $553K in Q4 2021. 675 funds tracked by Wall St. Rank hold MGK as of Q4 2023.

  • LWS Wealth Advisors held 8,630 shares of Vanguard Mega Cap Growth ETF worth $448K as of Q4 2023.
  • LWS Wealth Advisors bought 20 Vanguard Mega Cap Growth ETF shares in Q4 2023, an estimated $970.
  • Vanguard Mega Cap Growth ETF made up 0.17% of LWS Wealth Advisors's portfolio in Q4 2023, its #49 holding.
  • LWS Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q4 2019 and has held it in 17 quarters since.
  • LWS Wealth Advisors's Vanguard Mega Cap Growth ETF position peaked at $553K in Q4 2021.
  • 675 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.