Buttonwood Financial 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
2025
Q2
$2.09M Sell
9,294
-32
-0.3% -$7.2K 0.84% 32
2025
Q1
$1.88M Sell
9,326
-268
-3% -$54K 0.83% 31
2024
Q4
$2.04M Sell
9,594
-321
-3% -$68.3K 0.9% 31
2024
Q3
$2.05M Buy
9,915
+329
+3% +$68K 0.89% 33
2024
Q2
$1.89M Buy
9,586
+93
+1% +$18.3K 0.89% 32
2024
Q1
$1.77M Sell
9,493
-282
-3% -$52.7K 0.83% 34
2023
Q4
$1.65M Sell
9,775
-164
-2% -$27.8K 0.9% 34
2023
Q3
$1.51M Buy
9,939
+2,529
+34% +$384K 0.96% 31
2023
Q2
$1.16M Buy
+7,410
New +$1.16M 0.73% 35