Client 1st Advisory Group’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 | $561K | Sell |
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|
2025
Q2 | $546K | Sell |
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|
2025
Q1 | $490K | Sell |
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|
2024
Q4 | $526K | Sell |
|
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|
2024
Q3 | $578K | Sell |
|
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|
2024
Q2 | $554K | Sell |
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|
2024
Q1 | $528K | Sell |
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|
2023
Q4 | $488K | Buy |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $451K | Sell |
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|
2023
Q1 | $442K | Sell |
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|
2022
Q4 | $418K | Buy |
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|
2022
Q3 | $393K | Hold |
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|
2022
Q2 | $415K | Sell |
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|
2022
Q1 | $506K | Buy |
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|
2021
Q4 | $534K | Buy |
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|
2021
Q3 | $483K | Sell |
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|
2021
Q2 | $530K | Sell |
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|
2021
Q1 | $528K | Sell |
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|
2020
Q4 | $525K | Sell |
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|
2020
Q3 | $512K | Sell |
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|
2020
Q2 | $553K | Sell |
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|
2020
Q1 | $1.07M | Buy |
|