NWWA
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New Wave Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

New Wave 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
2024
Q3 		– Sell
-14,790
Closed -$929K – 160
2024
Q2 		$929K Buy
+14,790
New +$863K 0.5% 46

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
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

New Wave Wealth Advisors's MGK Position: Q3 2024 in Review

New Wave Wealth Advisors sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2024, closing a stake of 14,790 shares — an estimated $929K sold.

New Wave Wealth Advisors first reported a position in MGK in Q2 2024 and held it in 1 quarter. The position peaked at $929K in Q2 2024. 747 funds tracked by Wall St. Rank hold MGK as of Q3 2024.

  • New Wave Wealth Advisors reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • New Wave Wealth Advisors sold 14,790 Vanguard Mega Cap Growth ETF shares in Q3 2024, an estimated $929K.
  • New Wave Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q2 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Vanguard Mega Cap Growth ETF position peaked at $929K in Q2 2024.
  • 747 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2024.

Based on New Wave Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.