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Private Wealth Advisors (Pennsylvania)’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2015
Q4 		– Sell
-33,670
Closed -$524K – 117
2015
Q3 		$524K Sell
33,670
-360
-1% -$5.94K 0.26% 92
2015
Q2 		$565K Sell
34,030
-1,955
-5% -$33.1K 0.26% 93
2015
Q1 		$600K Sell
35,985
-115
-0.3% -$1.9K 0.28% 82
2014
Q4 		$587K Buy
36,100
+245
+0.7% +$3.9K 0.28% 80
2014
Q3 		$558K Buy
35,855
+110
+0.3% +$1.71K 0.29% 79
2014
Q2 		$549K Sell
35,745
-290
-0.8% -$4.29K 0.28% 82
2014
Q1 		$522K Sell
36,035
-3,260
-8% -$47.1K 0.28% 80
2013
Q4 		$570K Sell
39,295
-115
-0.3% -$1.58K 0.31% 76
2013
Q3 		$516K Buy
39,410
+1,405
+4% +$18K 0.3% 78
2013
Q2 		$459K Buy
+38,005
New +$467K 0.29% 78

Other funds holding MGK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return