Matthew Goff Investment Advisor’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Matthew Goff Investment Advisor’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	–	Sell	-7,415	Closed	-$545K	–	104
2026 Q1	$545K	Buy	+7,415	New	+$582K	0.09%	84
2025 Q2	–	Sell	-7,550	Closed	-$466K	–	99
2025 Q1	$466K	Hold	7,550	–	–	0.09%	80
2024 Q4	$519K	Sell	7,550 -40	-0.5%	-$2.69K	0.1%	76
2024 Q3	$489K	Hold	7,590	–	–	0.09%	77
2024 Q2	$477K	Hold	7,590	–	–	0.1%	78
2024 Q1	$435K	Hold	7,590	–	–	0.09%	76
2023 Q4	$394K	Hold	7,590	–	–	0.09%	77
2023 Q3	$344K	Hold	7,590	–	–	0.08%	77
2023 Q2	$357K	Hold	7,590	–	–	0.08%	80
2023 Q1	$310K	Hold	7,590	–	–	0.08%	79
2022 Q4	$261K	Hold	7,590	–	–	0.07%	80
2022 Q3	$265K	Hold	7,590	–	–	0.08%	70
2022 Q2	$276K	Hold	7,590	–	–	0.07%	70
2022 Q1	$357K	Sell	7,590 -1,740	-19%	-$80.6K	0.08%	67
2021 Q4	$487K	Sell	9,330 -255	-3%	-$12.9K	0.11%	61
2021 Q3	$450K	Sell	9,585 -1,680	-15%	-$81.3K	0.11%	67
2021 Q2	$521K	Hold	11,265	–	–	0.13%	67
2021 Q1	$467K	Hold	11,265	–	–	0.13%	70
2020 Q4	$459K	Hold	11,265	–	–	0.14%	65
2020 Q3	$418K	Hold	11,265	–	–	0.13%	63
2020 Q2	$368K	Buy	+11,265	New	+$336K	0.12%	64
2018 Q4	–	Sell	-16,105	Closed	-$413K	–	56
2018 Q3	$413K	Sell	16,105 -2,245	-12%	-$56K	0.17%	56
2018 Q2	$444K	Sell	18,350 -590	-3%	-$13.8K	0.17%	56
2018 Q1	$425K	Hold	18,940	–	–	0.18%	56
2017 Q4	$422K	Hold	18,940	–	–	0.18%	56
2017 Q3	$397K	Buy	+18,940	New	+$390K	0.17%	57

Other funds holding MGK

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Matthew Goff Investment Advisor's MGK Position: Q2 2026 in Review

Matthew Goff Investment Advisor sold out of Vanguard Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 7,415 shares — an estimated $545K sold.

Matthew Goff Investment Advisor first reported a position in MGK in Q3 2017 and held it in 26 quarters. The position peaked at $545K in Q1 2026. 256 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Matthew Goff Investment Advisor reported no remaining Vanguard Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Matthew Goff Investment Advisor sold 7,415 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $545K.
Matthew Goff Investment Advisor first reported a position in Vanguard Mega Cap Growth ETF in Q3 2017 and held it in 26 quarters.
Matthew Goff Investment Advisor's Vanguard Mega Cap Growth ETF position peaked at $545K in Q1 2026.
256 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.