AFAS
Acorn Financial Advisory Services’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Hold |
1,850
| – | – | 0.11% | 95 |
|
|
2025
Q1 | $571K | Sell |
1,850
-12
| -0.6% | -$3.71K | 0.1% | 94 |
|
|
2024
Q4 | $639K | Sell |
1,862
-12
| -0.6% | -$4.12K | 0.11% | 95 |
|
|
2024
Q3 | $603K | Buy |
1,874
+1
| +0.1% | +$322 | 0.11% | 89 |
|
|
2024
Q2 | $589K | Hold |
1,873
| – | – | 0.11% | 95 |
|
|
2024
Q1 | $537K | Hold |
1,873
| – | – | 0.1% | 100 |
|
|
2023
Q4 | $486K | Sell |
1,873
-54
| -3% | -$14K | 0.09% | 142 |
|
|
2023
Q3 | $437K | Buy |
1,927
+920
| +91% | +$209K | 0.08% | 146 |
|
|
2023
Q2 | $237K | Buy |
1,007
+1
| +0.1% | +$235 | 0.04% | 219 |
|
|
2023
Q1 | $206K | Buy |
+1,006
| New | +$206K | 0.04% | 219 |
|
|
2022
Q2 | – | Sell |
-1,696
| Closed | -$399K | – | 218 |
|
|
2022
Q1 | $399K | Sell |
1,696
-33
| -2% | -$7.76K | 0.08% | 158 |
|
|
2021
Q4 | $451K | Sell |
1,729
-11
| -0.6% | -$2.87K | 0.09% | 146 |
|
|
2021
Q3 | $409K | Hold |
1,740
| – | – | 0.13% | 148 |
|
|
2021
Q2 | $403K | Sell |
1,740
-23
| -1% | -$5.33K | 0.12% | 163 |
|
|
2021
Q1 | $365K | Buy |
1,763
+173
| +11% | +$35.8K | 0.13% | 148 |
|
|
2020
Q4 | $324K | Buy |
+1,590
| New | +$324K | 0.13% | 174 |
|