BWA
BDO Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.06M | Sell |
17,246
-182
| -1% | -$42.8K | 0.47% | 43 |
|
|
2023
Q1 | $3.56M | Sell |
17,428
-107
| -0.6% | -$21.9K | 0.44% | 47 |
|
|
2022
Q4 | $3.02M | Sell |
17,535
-27
| -0.2% | -$4.65K | 0.38% | 56 |
|
|
2022
Q3 | $3.06M | Buy |
17,562
+1,082
| +7% | +$189K | 0.41% | 47 |
|
|
2022
Q2 | $2.99M | Sell |
16,480
-580
| -3% | -$105K | 0.37% | 49 |
|
|
2022
Q1 | $4.02M | Sell |
17,060
-303
| -2% | -$71.3K | 0.43% | 42 |
|
|
2021
Q4 | $4.53M | Sell |
17,363
-445
| -2% | -$116K | 0.48% | 44 |
|
|
2021
Q3 | $4.18M | Sell |
17,808
-1,007
| -5% | -$236K | 0.46% | 45 |
|
|
2021
Q2 | $4.35M | Sell |
18,815
-1,704
| -8% | -$394K | 0.48% | 38 |
|
|
2021
Q1 | $4.25M | Sell |
20,519
-4,020
| -16% | -$832K | 0.5% | 37 |
|
|
2020
Q4 | $5M | Sell |
24,539
-1,576
| -6% | -$321K | 0.7% | 31 |
|
|
2020
Q3 | $4.84M | Sell |
26,115
-2,506
| -9% | -$465K | 0.79% | 26 |
|
|
2020
Q2 | $4.68M | Sell |
28,621
-2,152
| -7% | -$352K | 0.82% | 24 |
|
|
2020
Q1 | $3.91M | Sell |
30,773
-9,435
| -23% | -$1.2M | 0.79% | 25 |
|
|
2019
Q4 | $5.86M | Sell |
40,208
-4,610
| -10% | -$672K | 1.51% | 14 |
|
|
2019
Q3 | $5.95M | Sell |
44,818
-2,784
| -6% | -$369K | 1.52% | 13 |
|
|
2019
Q2 | $6.16M | Sell |
47,602
-2,665
| -5% | -$345K | 1.68% | 12 |
|
|
2019
Q1 | $6.25M | Buy |
50,267
+104
| +0.2% | +$12.9K | 1.82% | 13 |
|
|
2018
Q4 | $5.37M | Buy |
50,163
+1,116
| +2% | +$119K | 1.85% | 13 |
|
|
2018
Q3 | $6.29M | Sell |
49,047
-2,066
| -4% | -$265K | 2.03% | 10 |
|
|
2018
Q2 | $6.08M | Sell |
51,113
-1,237
| -2% | -$147K | 2.07% | 10 |
|
|
2018
Q1 | $5.88M | Buy |
+52,350
| New | +$5.88M | 2.21% | 10 |
|
|
2017
Q3 | – | Sell |
-54,899
| Closed | -$5.49M | – | 511 |
|
|
2017
Q2 | $5.49M | Buy |
+54,899
| New | +$5.49M | 2.4% | 11 |
|