Tyler-Stone Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Tyler-Stone Wealth Management’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	-125	Closed	-$7.86K	–	696
2024 Q2	$7.86K	Hold	125	–	–	﹤0.01%	691
2024 Q1	$7.17K	Hold	125	–	–	﹤0.01%	702
2023 Q4	$6.49K	Hold	125	–	–	﹤0.01%	693
2023 Q3	$6K	Hold	125	–	–	﹤0.01%	690
2023 Q2	$6K	Buy	+125	New	+$5.39K	﹤0.01%	682
2022 Q4	$4K	Hold	125	–	–	﹤0.01%	691
2022 Q3	$4K	Hold	125	–	–	﹤0.01%	676
2022 Q2	$5K	Hold	125	–	–	﹤0.01%	673
2022 Q1	$6K	Hold	125	–	–	﹤0.01%	652
2021 Q4	$7K	Buy	+125	New	+$6.33K	﹤0.01%	657

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

Tyler-Stone Wealth Management's MGK Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2024, closing a stake of 125 shares — an estimated $7.86K sold.

Tyler-Stone Wealth Management first reported a position in MGK in Q4 2021 and held it in 10 quarters. The position peaked at $7.86K in Q2 2024. 747 funds tracked by Wall St. Rank hold MGK as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 125 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2024, an estimated $7.86K.
Tyler-Stone Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $7.86K in Q2 2024.
747 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.