Orin Green Financial’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Orin Green Financial’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	$262K	Hold	2,985	–	–	0.1%	70
2026 Q1	$219K	Hold	2,985	–	–	0.09%	70
2025 Q4	$246K	Hold	2,985	–	–	0.1%	69
2025 Q3	$240K	Buy	2,985 +10	+0.3%	+$767	0.1%	73
2025 Q2	$218K	Buy	+2,975	New	+$196K	0.09%	69
2024 Q4	–	Hold	0	–	–	–	72
2023 Q1	–	Sell	-6,960	Closed	-$240K	–	73
2022 Q4	$240K	Hold	6,960	–	–	0.14%	57
2022 Q3	$243K	Hold	6,960	–	–	0.16%	55
2022 Q2	$262K	Hold	6,960	–	–	0.16%	55
2022 Q1	$328K	Hold	6,960	–	–	0.21%	52
2021 Q4	$327K	Hold	6,960	–	–	0.24%	45
2021 Q3	$327K	Hold	6,960	–	–	0.23%	51
2021 Q2	$322K	Hold	6,960	–	–	0.23%	52
2021 Q1	$288K	Hold	6,960	–	–	0.23%	51
2020 Q4	$284K	Buy	+6,960	New	+$269K	0.23%	53

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Wealth Enhancement Advisory Services

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return