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

Professional 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
Q3 		– Sell
-3,420
Closed -$215K – 107
2024
Q2 		$215K Buy
+3,420
New +$200K 0.06% 98
2023
Q2 		– Sell
-46,775
Closed -$2.2M – 82
2023
Q1 		$2.2M Buy
+46,775
New +$1.77M 1.3% 15
2022
Q4 		– Sell
-2,920
Closed -$102K – 302
2022
Q3 		$102K Hold
2,920
– – 0.06% 103
2022
Q2 		$106K Sell
2,920
-43,855
-94% -$1.76M 0.06% 107
2022
Q1 		$2.2M Buy
46,775
+43,855
+1,502% +$2.03M 0.95% 23
2021
Q4 		$152K Hold
2,920
– – 0.07% 112
2021
Q3 		$137K Hold
2,920
– – 0.08% 98
2021
Q2 		$135K Hold
2,920
– – 0.07% 102
2021
Q1 		$121K Hold
2,920
– – 0.08% 103
2020
Q4 		$119K Hold
2,920
– – 0.09% 93
2020
Q3 		$105K Buy
+2,920
New +$105K 0.1% 92

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
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
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $1.49B AUM 19.36% 1-Year Est. Return