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

Northwest 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
2024
Q4 		– Sell
-1,810
Closed -$117K – 366
2024
Q3 		$117K Buy
+1,810
New +$113K 0.09% 143
2024
Q1 		– Sell
-1,810
Closed -$93.9K – 344
2023
Q4 		$93.9K Buy
+1,810
New +$87.8K 0.08% 147

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $57.3B 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 $377B AUM 19.32% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwest Financial Advisors's MGK Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Vanguard Mega Cap Growth ETF (MGK) in Q4 2024, closing a stake of 1,810 shares — an estimated $117K sold.

Northwest Financial Advisors first reported a position in MGK in Q4 2023 and held it in 2 quarters. The position peaked at $117K in Q3 2024. 839 funds tracked by Wall St. Rank hold MGK as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Vanguard Mega Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,810 Vanguard Mega Cap Growth ETF shares in Q4 2024, an estimated $117K.
  • Northwest Financial Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Vanguard Mega Cap Growth ETF position peaked at $117K in Q3 2024.
  • 839 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.