Buckingham Strategic Wealth’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$799K	Hold	4,049	–	–	0.01%	375
2024 Q1	$757K	Sell	4,049 -100	-2%	-$17.8K	0.01%	382
2023 Q4	$702K	Hold	4,149	–	–	0.01%	379
2023 Q3	$630K	Hold	4,149	–	–	0.01%	367
2023 Q2	$649K	Sell	4,149 -38	-0.9%	-$5.62K	0.01%	365
2023 Q1	$554K	Hold	4,187	–	–	0.01%	356
2022 Q4	$554K	Sell	4,187 -142	-3%	-$19K	0.01%	358
2022 Q3	$540K	Hold	4,329	–	–	0.01%	349
2022 Q2	$571K	Buy	4,329 +200	+5%	+$28.6K	0.01%	344
2022 Q1	$657K	Hold	4,129	–	–	0.01%	319
2021 Q4	$694K	Buy	4,129 +1,903	+85%	+$310K	0.01%	308
2021 Q3	$339K	Hold	2,226	–	–	0.01%	438
2021 Q2	$339K	Hold	2,226	–	–	0.01%	442
2021 Q1	$312K	Hold	2,226	–	–	0.02%	426
2020 Q4	$297K	Hold	2,226	–	–	0.02%	420
2020 Q3	$267K	Sell	2,226 -209	-9%	-$24.7K	0.02%	401
2020 Q2	$267K	Buy	+2,435	New	+$252K	0.03%	332
2020 Q1	–	Sell	-2,022	Closed	-$226K	–	500
2019 Q4	$226K	Hold	2,022	–	–	0.02%	415
2019 Q3	$208K	Hold	2,022	–	–	0.02%	400
2019 Q2	$205K	Buy	+2,022	New	+$201K	0.02%	417