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

Westmount 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
2026 Q2	$783K	Sell	8,906 -19	-0.2%	-$1.62K	0.17%	109
2026 Q1	$656K	Sell	8,925 -40	-0.4%	-$3.14K	0.16%	115
2025 Q4	$740K	Sell	8,965 -20	-0.2%	-$1.64K	0.18%	99
2025 Q3	$727K	Buy	8,985 +755	+9%	+$57.9K	0.19%	100
2025 Q2	$603K	Hold	8,230	–	–	0.17%	111
2025 Q1	$508K	Sell	8,230 -10	-0.1%	-$675	0.16%	121
2024 Q4	$566K	Sell	8,240 -4,375	-35%	-$294K	0.17%	109
2024 Q3	$812K	Hold	12,615	–	–	0.24%	85
2024 Q2	$799K	Hold	12,615	–	–	0.26%	79
2024 Q1	$723K	Hold	12,615	–	–	0.26%	82
2023 Q4	$655K	Hold	12,615	–	–	0.27%	84
2023 Q3	$572K	Hold	12,615	–	–	0.25%	92
2023 Q2	$594K	Hold	12,615	–	–	0.26%	83
2023 Q1	$516K	Hold	12,615	–	–	0.24%	99
2022 Q4	$434K	Buy	+12,615	New	+$452K	0.23%	105

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Wealth Enhancement Advisory Services

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Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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