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Beacon Harbor Wealth Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio MGC Stock Details MGC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-56,580
Closed -$9.58M – 84
2023
Q4 		$9.58M Buy
56,580
+1,558
+3% +$264K 2.79% 7
2023
Q3 		$8.36M Buy
55,022
+367
+0.7% +$55.7K 2.78% 7
2023
Q2 		$8.55M Buy
+54,655
New +$8.55M 2.8% 6