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Visionary Wealth Advisors’s Vanguard Morningstar 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 $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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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

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

Visionary Wealth Advisors sold out of Vanguard Morningstar 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 Morningstar Mega Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 3,810 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2024, an estimated $239K.
  • Visionary Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and held it in 2 quarters.
  • Visionary Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $239K in Q2 2024.
  • 747 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2024.

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