Cassady Schiller Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $550K | Hold |
1,603
| – | – | 0.2% | 65 |
|
|
2024
Q3 | $516K | Hold |
1,603
| – | – | 0.19% | 69 |
|
|
2024
Q2 | $504K | Buy |
1,603
+1,032
| +181% | +$324K | 0.2% | 65 |
|
|
2024
Q1 | $164K | Hold |
571
| – | – | 0.07% | 130 |
|
|
2023
Q4 | $148K | Hold |
571
| – | – | 0.07% | 129 |
|
|
2023
Q3 | $130K | Hold |
571
| – | – | 0.07% | 131 |
|
|
2023
Q2 | $134K | Hold |
571
| – | – | 0.07% | 127 |
|
|
2023
Q1 | $117K | Hold |
571
| – | – | 0.05% | 135 |
|
|
2022
Q4 | $98.3K | Buy |
+571
| New | +$98.3K | 0.06% | 134 |
|