BWM
BCGM Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Buy |
19,298
+6,139
| +47% | +$1.38M | 1.22% | 25 |
|
|
2025
Q1 | $2.65M | Buy |
+13,159
| New | +$2.65M | 0.81% | 39 |
|
|
2021
Q2 | – | Sell |
-1,760
| Closed | -$258K | – | 99 |
|
|
2021
Q1 | $258K | Sell |
1,760
-2,067
| -54% | -$303K | 0.18% | 87 |
|
|
2020
Q4 | $535K | Buy |
+3,827
| New | +$535K | 0.38% | 48 |
|