UFA
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US Financial Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

US 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
2016
Q2 		– Sell
-1,520
Closed -$25K – 262
2016
Q1 		$25K Sell
1,520
-9,180
-86% -$145K 0.04% 139
2015
Q4 		$178K Buy
10,700
+1,000
+10% +$16.8K 0.17% 69
2015
Q3 		$151K Sell
9,700
-335
-3% -$5.53K 0.25% 58
2015
Q2 		$167K Buy
10,035
+520
+5% +$8.79K 0.16% 58
2015
Q1 		$159K Buy
9,515
+1,000
+12% +$16.6K 0.14% 59
2014
Q4 		$138K Buy
+8,515
New +$135K 0.12% 60

Other funds holding MGK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $957M AUM 18.71% 1-Year Est. Return