RWML
MGK icon

RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2017
Q3 		– Sell
-13,695
Closed -$274K – 344
2017
Q2 		$274K Buy
+13,695
New +$271K 0.12% 68

Other funds holding MGK

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MGK Position: Q3 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2017, closing a stake of 13,695 shares — an estimated $274K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MGK in Q2 2017 and held it in 1 quarter. The position peaked at $274K in Q2 2017. 158 funds tracked by Wall St. Rank hold MGK as of Q3 2017.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2017 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 13,695 Vanguard Mega Cap Growth ETF shares in Q3 2017, an estimated $274K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Mega Cap Growth ETF in Q2 2017 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Vanguard Mega Cap Growth ETF position peaked at $274K in Q2 2017.
  • 158 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2017, filed 27 Jul 2026.