AWM
Axxcess Wealth Management’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 | $2.09M | Buy |
5,696
+601
| +12% | +$220K | 0.05% | 286 |
|
|
2025
Q1 | $1.57M | Sell |
5,095
-364
| -7% | -$112K | 0.04% | 300 |
|
|
2024
Q4 | $1.87M | Sell |
5,459
-364
| -6% | -$125K | 0.05% | 286 |
|
|
2024
Q3 | $1.87M | Sell |
5,823
-895
| -13% | -$288K | 0.05% | 279 |
|
|
2024
Q2 | $2.11M | Sell |
6,718
-346
| -5% | -$109K | 0.06% | 241 |
|
|
2024
Q1 | $2.02M | Sell |
7,064
-32,033
| -82% | -$9.18M | 0.06% | 242 |
|
|
2023
Q4 | $10.1M | Buy |
39,097
+17,661
| +82% | +$4.58M | 0.29% | 77 |
|
|
2023
Q3 | $4.86M | Buy |
21,436
+11,116
| +108% | +$2.52M | 0.17% | 110 |
|
|
2023
Q2 | $2.43M | Sell |
10,320
-1,526
| -13% | -$359K | 0.18% | 110 |
|
|
2023
Q1 | $2.42M | Buy |
11,846
+502
| +4% | +$103K | 0.18% | 113 |
|
|
2022
Q4 | $1.95M | Sell |
11,344
-47,847
| -81% | -$8.23M | 0.16% | 132 |
|
|
2022
Q3 | $10.3M | Buy |
59,191
+1,926
| +3% | +$336K | 0.98% | 14 |
|
|
2022
Q2 | $10.4M | Buy |
57,265
+51,894
| +966% | +$9.43M | 0.96% | 12 |
|
|
2022
Q1 | $1.26M | Buy |
5,371
+1,262
| +31% | +$297K | 0.1% | 176 |
|
|
2021
Q4 | $1.07M | Buy |
+4,109
| New | +$1.07M | 0.08% | 193 |
|