Northwest Financial Advisors’s Vanguard Morningstar 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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northwest Financial Advisors sold out of Vanguard Morningstar 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 Morningstar Mega Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Northwest Financial Advisors sold 1,810 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2024, an estimated $117K.
Northwest Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and held it in 2 quarters.
Northwest Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $117K in Q3 2024.
839 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2024.

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