VANGUARD WORLD FD

Ticker: MGK CUSIP: 921910816 Class: MEGA GRWTH IND

Concord Wealth Partners's Holding History (CIK: 0001814214)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 531 Value ($000) $219 Avg Close — Range —
Q3 2025
Shares 540 Value ($000) $217 Avg Close — Range —
Q2 2025
Shares 540 Value ($000) $198 Avg Close — Range —
Q1 2025
Shares 540 Value ($000) $167 Avg Close — Range —
Q4 2024
Shares 539 Value ($000) $185 Avg Close — Range —
Q3 2024
Shares 538 Value ($000) $173 Avg Close — Range —
Q2 2024
Shares 537 Value ($000) $169 Avg Close — Range —
Q1 2024
Shares 537 Value ($000) $154 Avg Close — Range —
Q4 2023
Shares 593 Value ($000) $154 Avg Close — Range —
Q3 2023
Shares 604 Value ($000) $137 Avg Close — Range —
Q2 2023
Shares 743 Value ($000) $175 Avg Close — Range —
Q1 2023
Shares 743 Value ($000) $152 Avg Close — Range —
Q4 2022
Shares 859 Value ($000) $148 Avg Close — Range —
Q2 2022
Shares 741 Value ($000) $135 Avg Close — Range —
Q1 2022
Shares 740 Value ($000) $174 Avg Close — Range —
Q4 2021
Shares 739 Value ($000) $193 Avg Close — Range —