BCU Wealth Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Buy |
2,793
+400
| +17% | +$90K | 0.28% | 30 |
|
|
2025
Q1 | $482K | Buy |
2,393
+5
| +0.2% | +$1.01K | 0.25% | 31 |
|
|
2024
Q4 | $508K | Buy |
2,388
+4
| +0.2% | +$851 | 0.29% | 30 |
|
|
2024
Q3 | $493K | Buy |
2,384
+10
| +0.4% | +$2.07K | 0.29% | 32 |
|
|
2024
Q2 | $468K | Hold |
2,374
| – | – | 0.35% | 32 |
|
|
2024
Q1 | $444K | Buy |
2,374
+4
| +0.2% | +$748 | 0.38% | 33 |
|
|
2023
Q4 | $401K | Buy |
+2,370
| New | +$401K | 0.44% | 33 |
|