Caldwell Trust’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Caldwell Trust’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-82
2023 Q4	$13.9K	Hold	82
2023 Q3	$12.5K	Hold	82
2023 Q2	$12.8K	Hold	82
2023 Q1	$11.7K	Buy	+82