Planning Capital Management Corporation’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Planning Capital Management Corporation’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	$118K	Buy	+1,835	New	+$114K	0.08%	120
2024 Q1	–	Sell	-180	Closed	-$9.27K	–	681
2023 Q4	$9.27K	Buy	+180	New	+$8.73K	0.01%	423

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HCM

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 $1.66B AUM 23.19% 1-Year Est. Return

Planning Capital Management Corporation's MGK Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2024: 1,835 shares worth $118K. The stake represents 0.08% of the portfolio and ranks #120 among its holdings. This is a return to the name: Planning Capital Management Corporation previously reported a position in MGK as recently as Q4 2023.

Planning Capital Management Corporation first reported a position in MGK in Q4 2023 and has held it in 2 quarters since. 747 funds tracked by Wall St. Rank hold MGK as of Q3 2024.

Planning Capital Management Corporation held 1,835 shares of Vanguard Morningstar Mega Cap Growth ETF worth $118K as of Q3 2024.
Vanguard Morningstar Mega Cap Growth ETF was a new Planning Capital Management Corporation position in Q3 2024.
Vanguard Morningstar Mega Cap Growth ETF made up 0.08% of Planning Capital Management Corporation's portfolio in Q3 2024, its #120 holding.
Planning Capital Management Corporation first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 2 quarters since.
747 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.