CFP
Cascade Financial Partners’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 | $12.7M | Buy |
34,707
+1,938
| +6% | +$710K | 1.53% | 12 |
|
|
2025
Q1 | $10.1M | Buy |
32,769
+2,160
| +7% | +$667K | 1.28% | 13 |
|
|
2024
Q4 | $10.5M | Buy |
30,609
+800
| +3% | +$275K | 1.37% | 12 |
|
|
2024
Q3 | $9.83M | Buy |
29,809
+535
| +2% | +$176K | 1.23% | 13 |
|
|
2024
Q2 | $9.2M | Buy |
29,274
+237
| +0.8% | +$74.5K | 1.21% | 13 |
|
|
2024
Q1 | $8.26M | Buy |
+29,037
| New | +$8.26M | 1.19% | 14 |
|