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Retirement Capital Strategies’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Retirement Capital Strategies’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
-57,710
Closed -$3.63M – 75
2024
Q2 		$3.63M Buy
+57,710
New +$3.37M 1.45% 15
2024
Q1 		– Sell
-18,685
Closed -$970K – 77
2023
Q4 		$970K Buy
+18,685
New +$907K 0.42% 36

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 $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Retirement Capital Strategies's MGK Position: Q3 2024 in Review

Retirement Capital Strategies sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2024, closing a stake of 57,710 shares — an estimated $3.63M sold.

Retirement Capital Strategies first reported a position in MGK in Q4 2023 and held it in 2 quarters. The position peaked at $3.63M in Q2 2024. 747 funds tracked by Wall St. Rank hold MGK as of Q3 2024.

  • Retirement Capital Strategies reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Retirement Capital Strategies sold 57,710 Vanguard Mega Cap Growth ETF shares in Q3 2024, an estimated $3.63M.
  • Retirement Capital Strategies first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and held it in 2 quarters.
  • Retirement Capital Strategies's Vanguard Mega Cap Growth ETF position peaked at $3.63M in Q2 2024.
  • 747 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2024.

Based on Retirement Capital Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.