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WealthSource Partners’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

WealthSource Partners’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
2021
Q4 		– Sell
-9,155
Closed -$430K – 568
2021
Q3 		$430K Sell
9,155
-1,310
-13% -$63.4K 0.04% 316
2021
Q2 		$484K Buy
+10,465
New +$461K 0.04% 277
2020
Q4 		– Sell
-10,905
Closed -$404K – 397
2020
Q3 		$404K Sell
10,905
-3,940
-27% -$142K 0.05% 223
2020
Q2 		$485K Buy
+14,845
New +$443K 0.07% 191

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LNC
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CAPTRUST Financial Advisors
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LPL Financial
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