Vanguard Capital Wealth Advisors’s Merck MRK Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,308	Closed	-$286K	–	144
2024 Q2	$286K	Buy	2,308 +3	+0.1%	+$386	0.19%	100
2024 Q1	$304K	Buy	2,305 +4	+0.2%	+$493	0.21%	92
2023 Q4	$251K	Buy	2,301 +4	+0.2%	+$415	0.2%	103
2023 Q3	$236K	Sell	2,297 -246	-10%	-$26.5K	0.22%	94
2023 Q2	$293K	Buy	2,543 +3	+0.1%	+$341	0.27%	78
2023 Q1	$270K	Buy	2,540 +4	+0.2%	+$432	0.27%	85
2022 Q4	$281K	Buy	2,536 +4	+0.2%	+$409	0.33%	79
2022 Q3	$218K	Sell	2,532 -1,681	-40%	-$150K	0.26%	88
2022 Q2	$384K	Sell	4,213 -3,660	-46%	-$324K	0.43%	59
2022 Q1	$645K	Buy	7,873 +3,669	+87%	+$289K	0.46%	54
2021 Q4	$322K	Buy	4,204 +485	+13%	+$38.6K	0.23%	93
2021 Q3	$279	Sell	3,719 -183	-5%	-$13.9K	0.19%	104
2021 Q2	$303K	Sell	3,902 -2,994	-43%	-$223K	0.23%	101
2021 Q1	$501K	Buy	+6,896	New	+$509K	0.43%	61

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Capital Wealth Advisors's MRK Position: Q3 2024 in Review

Vanguard Capital Wealth Advisors sold out of Merck (MRK) in Q3 2024, closing a stake of 2,308 shares — an estimated $286K sold.

Vanguard Capital Wealth Advisors first reported a position in MRK in Q1 2021 and held it in 14 quarters. The position peaked at $645K in Q1 2022. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

Vanguard Capital Wealth Advisors reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 2,308 Merck shares in Q3 2024, an estimated $286K.
Vanguard Capital Wealth Advisors first reported a position in Merck in Q1 2021 and held it in 14 quarters.
Vanguard Capital Wealth Advisors's Merck position peaked at $645K in Q1 2022.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.