CWA
Canvas Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $520K | Sell |
1,363
-89
| -6% | -$33.9K | 0.1% | 108 |
|
2025
Q1 | $424K | Buy |
1,452
+8
| +0.6% | +$2.34K | 0.11% | 108 |
|
2024
Q4 | $496K | Sell |
1,444
-57
| -4% | -$19.6K | 0.12% | 97 |
|
2024
Q3 | $483K | Hold |
1,501
| – | – | 0.13% | 93 |
|
2024
Q2 | $449K | Hold |
1,501
| – | – | 0.14% | 86 |
|
2024
Q1 | $415K | Buy |
1,501
+5
| +0.3% | +$1.38K | 0.14% | 85 |
|
2023
Q4 | $391K | Hold |
1,496
| – | – | 0.14% | 82 |
|
2023
Q3 | $338K | Hold |
1,496
| – | – | 0.14% | 86 |
|
2023
Q2 | $357K | Sell |
1,496
-46
| -3% | -$11K | 0.13% | 90 |
|
2023
Q1 | $319K | Sell |
1,542
-102
| -6% | -$21.1K | 0.13% | 102 |
|
2022
Q4 | $296K | Buy |
+1,644
| New | +$296K | 0.12% | 110 |
|