Professional Financial Advisors’s Vanguard Morningstar 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 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

HCM

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

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

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

AIA

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

Professional Financial Advisors's MGK Position: Q3 2024 in Review

Professional Financial Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2024, closing a stake of 3,420 shares — an estimated $215K sold.

Professional Financial Advisors first reported a position in MGK in Q3 2020 and held it in 11 quarters. The position peaked at $2.2M in Q1 2023. 747 funds tracked by Wall St. Rank hold MGK as of Q3 2024.

Professional Financial Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Professional Financial Advisors sold 3,420 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2024, an estimated $215K.
Professional Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and held it in 11 quarters.
Professional Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.2M in Q1 2023.
747 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2024.

Based on Professional Financial Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.