Proficio Capital Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Proficio Capital Partners’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
2025 Q1	–	Sell	-5,725	Closed	-$393K	–	404
2024 Q4	$393K	Hold	5,725	–	–	0.03%	227
2024 Q3	$369K	Hold	5,725	–	–	0.04%	192
2024 Q2	$360K	Hold	5,725	–	–	0.04%	218
2024 Q1	$328K	Buy	5,725 +1,100	+24%	+$60.7K	0.04%	230
2023 Q4	$279K	Buy	+4,625	New	+$224K	0.03%	239

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

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

HCM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Proficio Capital Partners's MGK Position: Q1 2025 in Review

Proficio Capital Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2025, closing a stake of 5,725 shares — an estimated $393K sold.

Proficio Capital Partners first reported a position in MGK in Q4 2023 and held it in 5 quarters. The position peaked at $393K in Q4 2024. 815 funds tracked by Wall St. Rank hold MGK as of Q1 2025.

Proficio Capital Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Proficio Capital Partners sold 5,725 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2025, an estimated $393K.
Proficio Capital Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and held it in 5 quarters.
Proficio Capital Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $393K in Q4 2024.
815 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2025.

Based on Proficio Capital Partners's 13F filing for Q1 2025, filed 6 May 2025.