BWM
BCS 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 | $306K | Hold |
835
| – | – | 0.07% | 200 |
|
2025
Q1 | $258K | Hold |
835
| – | – | 0.07% | 211 |
|
2024
Q4 | $287K | Buy |
+835
| New | +$287K | 0.07% | 205 |
|
2024
Q2 | – | Sell |
-978
| Closed | -$280K | – | 194 |
|
2024
Q1 | $280K | Hold |
978
| – | – | 0.09% | 192 |
|
2023
Q4 | $254K | Hold |
978
| – | – | 0.09% | 183 |
|
2023
Q3 | $222K | Buy |
+978
| New | +$222K | 0.09% | 182 |
|
2023
Q2 | – | Sell |
-1,228
| Closed | -$251K | – | 144 |
|
2023
Q1 | $251K | Hold |
1,228
| – | – | 0.11% | 132 |
|
2022
Q4 | $211K | Hold |
1,228
| – | – | 0.09% | 181 |
|
2022
Q3 | $214K | Hold |
1,228
| – | – | 0.1% | 169 |
|
2022
Q2 | $223K | Hold |
1,228
| – | – | 0.1% | 163 |
|
2022
Q1 | $289K | Hold |
1,228
| – | – | 0.12% | 153 |
|
2021
Q4 | $320K | Hold |
1,228
| – | – | 0.11% | 151 |
|
2021
Q3 | $288K | Hold |
1,228
| – | – | 0.12% | 139 |
|
2021
Q2 | $284K | Hold |
1,228
| – | – | 0.15% | 126 |
|
2021
Q1 | $254K | Hold |
1,228
| – | – | 0.12% | 135 |
|
2020
Q4 | $250K | Hold |
1,228
| – | – | 0.13% | 122 |
|
2020
Q3 | $228K | Hold |
1,228
| – | – | 0.13% | 115 |
|
2020
Q2 | $201K | Buy |
+1,228
| New | +$201K | 0.12% | 116 |
|