Cedar Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Cedar Wealth Management’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
2023 Q4	–	Sell	-150	Closed	-$6.75K	–	289
2023 Q3	$6.75K	Hold	150	–	–	﹤0.01%	239
2023 Q2	$7K	Hold	150	–	–	﹤0.01%	248
2023 Q1	$6.08K	Sell	150 -27,555	-99%	-$1.04M	﹤0.01%	243
2022 Q4	$953K	Buy	27,705 +110	+0.4%	+$3.94K	0.47%	31
2022 Q3	$962K	Hold	27,595	–	–	0.48%	36
2022 Q2	$1M	Buy	27,595 +40	+0.1%	+$1.61K	0.46%	41
2022 Q1	$1.3M	Hold	27,555	–	–	0.52%	37
2021 Q4	$1.44M	Hold	27,555	–	–	0.58%	36
2021 Q3	$1.29M	Hold	27,555	–	–	0.58%	35
2021 Q2	$1.27M	Hold	27,555	–	–	0.57%	35
2021 Q1	$1.14M	Buy	+27,555	New	+$1.14M	0.57%	36

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cedar Wealth Management's MGK Position: Q4 2023 in Review

Cedar Wealth Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q4 2023, closing a stake of 150 shares — an estimated $6.75K sold.

Cedar Wealth Management first reported a position in MGK in Q1 2021 and held it in 11 quarters. The position peaked at $1.44M in Q4 2021. 675 funds tracked by Wall St. Rank hold MGK as of Q4 2023.

Cedar Wealth Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
Cedar Wealth Management sold 150 Vanguard Mega Cap Growth ETF shares in Q4 2023, an estimated $6.75K.
Cedar Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q1 2021 and held it in 11 quarters.
Cedar Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $1.44M in Q4 2021.
675 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2023.

Based on Cedar Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.