Clearstead Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $47.1K | Buy |
129
+32
| +33% | +$11.7K | ﹤0.01% | 1302 |
|
2025
Q1 | $30K | Hold |
97
| – | – | ﹤0.01% | 1297 |
|
2024
Q4 | $33.3K | Hold |
97
| – | – | ﹤0.01% | 1256 |
|
2024
Q3 | $31.2K | Hold |
97
| – | – | ﹤0.01% | 1308 |
|
2024
Q2 | $30.5K | Hold |
97
| – | – | ﹤0.01% | 1277 |
|
2024
Q1 | $27.7K | Hold |
97
| – | – | ﹤0.01% | 882 |
|
2023
Q4 | $25.2K | Sell |
97
-97
| -50% | -$25.2K | ﹤0.01% | 897 |
|
2023
Q3 | $44K | Buy |
194
+102
| +111% | +$23.1K | ﹤0.01% | 897 |
|
2023
Q2 | $21.7K | Hold |
92
| – | – | ﹤0.01% | 884 |
|
2023
Q1 | $18.8K | Hold |
92
| – | – | ﹤0.01% | 863 |
|
2022
Q4 | $15.8K | Hold |
92
| – | – | ﹤0.01% | 837 |
|
2022
Q3 | $16K | Hold |
92
| – | – | ﹤0.01% | 807 |
|
2022
Q2 | $17K | Hold |
92
| – | – | ﹤0.01% | 834 |
|
2022
Q1 | $22K | Hold |
92
| – | – | ﹤0.01% | 844 |
|
2021
Q4 | $24K | Buy |
+92
| New | +$24K | ﹤0.01% | 779 |
|