Simplex Trading
MGK icon

Simplex Trading’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Simplex Trading’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
-9,035
Closed -$567K – 9769
2024
Q2 		$567K Sell
9,035
-5,520
-38% -$322K 0.02% 3536
2024
Q1 		$834K Buy
14,555
+445
+3% +$24.6K 0.02% 3308
2023
Q4 		$732K Buy
+14,110
New +$685K 0.02% 3328
2023
Q2 		– Sell
-2,975
Closed -$121K – 10242
2023
Q1 		$121K Buy
+2,975
New +$113K 0.01% 4944
2021
Q4 		– Sell
-6,040
Closed -$280K – 11432
2021
Q3 		$280K Hold
6,040
– – 0.01% 5029
2021
Q2 		$279K Buy
6,040
+3,175
+111% +$140K 0.01% 5114
2021
Q1 		$118K Buy
+2,865
New +$118K 0.01% 5509
2020
Q4 		– Sell
-1,035
Closed -$38K – 9137
2020
Q3 		$38K Buy
1,035
+620
+149% +$22.3K ﹤0.01% 5871
2020
Q2 		$13K Buy
+415
New +$12.4K ﹤0.01% 6495

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