Ford Financial Group’s Vanguard Morningstar 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	$473K	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 $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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ford Financial Group's MGK Position: Q4 2022 in Review

Ford Financial Group sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2022, closing a stake of 6,020 shares — an estimated $209K sold.

Ford Financial Group first reported a position in MGK in Q2 2020 and held it in 10 quarters. The position peaked at $4.27M in Q3 2020. 490 funds tracked by Wall St. Rank hold MGK as of Q4 2022.

Ford Financial Group reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Ford Financial Group sold 6,020 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2022, an estimated $209K.
Ford Financial Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and held it in 10 quarters.
Ford Financial Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $4.27M in Q3 2020.
490 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2022.

Based on Ford Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.