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

Valeo 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
2026 Q2	$206K	Buy	+2,346	New	+$200K	﹤0.01%	753
2020 Q1	–	Sell	-25	Closed	-$1K	–	1871
2019 Q4	$1K	Buy	25 +10	+67%	+$276	﹤0.01%	1549
2019 Q3	$0	Hold	15	–	–	﹤0.01%	1630
2019 Q2	$0	Sell	15 -5	-25%	-$127	﹤0.01%	1620
2019 Q1	$1K	Sell	20 -400	-95%	-$9.4K	﹤0.01%	1462
2018 Q4	$9K	Buy	420 +405	+2,700%	+$9.38K	﹤0.01%	912
2018 Q3	$0	Buy	15 +10	+200%	+$249	﹤0.01%	1827
2018 Q2	$0	Buy	+5	New	+$117	﹤0.01%	1703

Other funds holding MGK

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Sherman Wealth Management Gaithersburg, Maryland $133M AUM

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return