Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $76K | Hold |
500
| – | – | 0.01% | 523 |
|
|
2021
Q2 | $76K | Hold |
500
| – | – | 0.01% | 447 |
|
|
2021
Q1 | $70K | Hold |
500
| – | – | 0.01% | 377 |
|
|
2020
Q4 | $66K | Hold |
500
| – | – | 0.02% | 338 |
|
|
2020
Q3 | $59K | Hold |
500
| – | – | 0.02% | 309 |
|
|
2020
Q2 | $54K | Hold |
500
| – | – | 0.01% | 310 |
|
|
2020
Q1 | $45K | Hold |
500
| – | – | 0.01% | 312 |
|
|
2019
Q4 | $55K | Hold |
500
| – | – | 0.02% | 310 |
|
|
2019
Q3 | $51K | Hold |
500
| – | – | 0.02% | 297 |
|
|
2019
Q2 | $50K | Buy |
+500
| New | +$50K | 0.02% | 301 |
|