Ford Financial Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Ford Financial Group’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
2022 Q4	–	Sell	-6,020	Closed	-$209K	–	125
2022 Q3	$209K	Sell	6,020 -715	-11%	-$28.2K	0.09%	110
2022 Q2	$244K	Sell	6,735 -275	-4%	-$11.1K	0.1%	102
2022 Q1	$330K	Sell	7,010 -2,060	-23%	-$95.4K	0.13%	84
2021 Q4	$473	Sell	9,070 -180	-2%	-$9.12K	0.09%	58
2021 Q3	$434K	Sell	9,250 -155	-2%	-$7.5K	0.17%	57
2021 Q2	$435K	Sell	9,405 -120	-1%	-$5.28K	0.16%	59
2021 Q1	$394K	Sell	9,525 -1,365	-13%	-$56.2K	0.17%	60
2020 Q4	$443K	Sell	10,890 -104,390	-91%	-$4.04M	0.21%	52
2020 Q3	$4.27M	Sell	115,280 -545	-0.5%	-$19.6K	2.33%	12
2020 Q2	$3.79M	Buy	+115,825	New	+$3.46M	2.11%	11

Other funds holding MGK

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

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

Bank of America

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

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

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

Envestnet Asset Management

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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return