Capital Advisors Ltd’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
2025
Q3
$653K Buy
2025
Q2
$491K Buy
2025
Q1
$412K Hold
2024
Q4
$436K Hold
2024
Q3
$423K Buy
2024
Q2
$379K Buy
2024
Q1
$344K Buy
2023
Q4
$249K Hold
2023
Q3
$224K Buy
2023
Q2
$188K Hold
2023
Q1
$172K Hold
2022
Q4
$159K Buy
2022
Q3
Sell
2022
Q2
$69K Buy