Beaumont Financial Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $698K | Buy |
9,500
+305
| +3% | +$24K | 0.05% | 199 |
|
|
2025
Q4 | $759K | Buy |
9,195
+300
| +3% | +$24.6K | 0.05% | 186 |
|
|
2025
Q3 | $716K | Sell |
8,895
-20
| -0.2% | -$1.53K | 0.05% | 198 |
|
|
2025
Q2 | $653K | Sell |
8,915
-185
| -2% | -$12.2K | 0.05% | 195 |
|
|
2025
Q1 | $562K | Hold |
9,100
| – | – | 0.04% | 206 |
|
|
2024
Q4 | $625K | Buy |
9,100
+5
| +0.1% | +$337 | 0.05% | 199 |
|
|
2024
Q3 | $586K | Buy |
9,095
+5
| +0.1% | +$312 | 0.05% | 193 |
|
|
2024
Q2 | $571K | Buy |
9,090
+715
| +9% | +$41.7K | 0.05% | 202 |
|
|
2024
Q1 | $480K | Hold |
8,375
| – | – | 0.04% | 208 |
|
|
2023
Q4 | $435K | Buy |
8,375
+5
| +0.1% | +$243 | 0.04% | 214 |
|
|
2023
Q3 | $380K | Hold |
8,370
| – | – | 0.04% | 213 |
|
|
2023
Q2 | $394K | Buy |
8,370
+380
| +5% | +$16.4K | 0.04% | 226 |
|
|
2023
Q1 | $327K | Hold |
7,990
| – | – | 0.03% | 235 |
|
|
2022
Q4 | $275K | Sell |
7,990
-490
| -6% | -$17.5K | 0.03% | 267 |
|
|
2022
Q3 | $296K | Buy |
8,480
+250
| +3% | +$9.84K | 0.03% | 242 |
|
|
2022
Q2 | $299K | Sell |
8,230
-6,350
| -44% | -$255K | 0.03% | 244 |
|
|
2022
Q1 | $686K | Buy |
14,580
+325
| +2% | +$15.1K | 0.05% | 181 |
|
|
2021
Q4 | $743K | Buy |
14,255
+105
| +0.7% | +$5.32K | 0.05% | 171 |
|
|
2021
Q3 | $664K | Buy |
14,150
+1,375
| +11% | +$66.5K | 0.05% | 181 |
|
|
2021
Q2 | $591K | Buy |
12,775
+1,225
| +11% | +$53.9K | 0.05% | 188 |
|
|
2021
Q1 | $478K | Sell |
11,550
-1,000
| -8% | -$41.2K | 0.04% | 200 |
|
|
2020
Q4 | $511K | Buy |
12,550
+300
| +2% | +$11.6K | 0.05% | 194 |
|
|
2020
Q3 | $454K | Buy |
12,250
+1,250
| +11% | +$45K | 0.04% | 203 |
|
|
2020
Q2 | $360K | Buy |
+11,000
| New | +$328K | 0.04% | 209 |
|
Other funds holding MGK
CCWM
VIA
