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Visionary Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Visionary Wealth 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
2024
Q3 		– Sell
-3,810
Closed -$239K – 546
2024
Q2 		$239K Hold
3,810
– – 0.02% 454
2024
Q1 		$218K Buy
+3,810
New +$210K 0.01% 463

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 $1.49B AUM 19.36% 1-Year Est. Return

Visionary Wealth Advisors's MGK Position: Q3 2024 in Review

Visionary Wealth Advisors sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2024, closing a stake of 3,810 shares — an estimated $239K sold.

Visionary Wealth Advisors first reported a position in MGK in Q1 2024 and held it in 2 quarters. The position peaked at $239K in Q2 2024. 747 funds tracked by Wall St. Rank hold MGK as of Q3 2024.

  • Visionary Wealth Advisors reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 3,810 Vanguard Mega Cap Growth ETF shares in Q3 2024, an estimated $239K.
  • Visionary Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q1 2024 and held it in 2 quarters.
  • Visionary Wealth Advisors's Vanguard Mega Cap Growth ETF position peaked at $239K in Q2 2024.
  • 747 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2024.

Based on Visionary Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.