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Cedar Brook Financial Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-6,455
Closed -$370K – 258
2024
Q1 		$370K Buy
6,455
+5
+0.1% +$276 0.07% 269
2023
Q4 		$337K Buy
6,450
+135
+2% +$6.55K 0.07% 267
2023
Q3 		$286K Sell
6,315
-295
-4% -$13.9K 0.07% 266
2023
Q2 		$311K Buy
6,610
+5
+0.1% +$215 0.07% 277
2023
Q1 		$270K Sell
6,605
-30
-0.5% -$1.14K 0.07% 284
2022
Q4 		$228K Sell
6,635
-590
-8% -$21.1K 0.06% 321
2022
Q3 		$252K Buy
7,225
+5
+0.1% +$197 0.08% 272
2022
Q2 		$262K Buy
7,220
+10
+0.1% +$402 0.08% 265
2022
Q1 		$339K Hold
7,210
– – 0.09% 249
2021
Q4 		$376K Sell
7,210
-535
-7% -$27.1K 0.1% 230
2021
Q3 		$364K Sell
7,745
-95
-1% -$4.6K 0.11% 214
2021
Q2 		$363K Buy
7,840
+580
+8% +$25.5K 0.1% 228
2021
Q1 		$301K Buy
7,260
+280
+4% +$11.5K 0.1% 223
2020
Q4 		$284K Buy
6,980
+1,245
+22% +$48.2K 0.1% 225
2020
Q3 		$213K Buy
+5,735
New +$207K 0.08% 264

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cedar Brook Financial Partners's MGK Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2024, closing a stake of 6,455 shares — an estimated $370K sold.

Cedar Brook Financial Partners first reported a position in MGK in Q3 2020 and held it in 15 quarters. The position peaked at $376K in Q4 2021. 736 funds tracked by Wall St. Rank hold MGK as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 6,455 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2024, an estimated $370K.
  • Cedar Brook Financial Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and held it in 15 quarters.
  • Cedar Brook Financial Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $376K in Q4 2021.
  • 736 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.