Concord Wealth Partners’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $217K | Hold |
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|
2025
Q2 | $198K | Hold |
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|
2025
Q1 | $167K | Buy |
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|
2024
Q4 | $185K | Buy |
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|
2024
Q3 | $173K | Buy |
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|
2024
Q2 | $169K | Hold |
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|
2024
Q1 | $154K | Sell |
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|
2023
Q4 | $154K | Sell |
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|
2023
Q3 | $137K | Sell |
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|
2023
Q2 | $175K | Hold |
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|
2023
Q1 | $152K | Sell |
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|
2022
Q4 | $148K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $135K | Buy |
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|
2022
Q1 | $174K | Buy |
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|
2021
Q4 | $193K | Buy |
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