Accel Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $544K | Buy |
1,485
+218
| +17% | +$79.8K | 0.18% | 124 |
|
2025
Q1 | $391K | Buy |
1,267
+683
| +117% | +$211K | 0.14% | 145 |
|
2024
Q4 | $201K | Buy |
+584
| New | +$201K | 0.08% | 236 |
|
2023
Q2 | – | Sell |
-264
| Closed | -$54K | – | 587 |
|
2023
Q1 | $54K | Sell |
264
-50
| -16% | -$10.2K | 0.02% | 459 |
|
2022
Q4 | $54K | Sell |
314
-100
| -24% | -$17.2K | 0.03% | 345 |
|
2022
Q3 | $76K | Hold |
414
| – | – | 0.04% | 288 |
|
2022
Q2 | $78K | Sell |
414
-93
| -18% | -$17.5K | 0.04% | 268 |
|
2022
Q1 | $119K | Sell |
507
-198
| -28% | -$46.5K | 0.06% | 233 |
|
2021
Q4 | $184K | Sell |
705
-34
| -5% | -$8.87K | 0.09% | 177 |
|
2021
Q3 | $174K | Hold |
739
| – | – | 0.11% | 151 |
|
2021
Q2 | $171K | Buy |
739
+18
| +2% | +$4.17K | 0.11% | 174 |
|
2021
Q1 | $149K | Hold |
721
| – | – | 0.12% | 166 |
|
2020
Q4 | $147K | Buy |
+721
| New | +$147K | 0.14% | 157 |
|