EWM
Empirical Wealth Management’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 | $15.2M | Buy |
41,381
+1,496
| +4% | +$548K | 0.34% | 59 |
|
|
2025
Q1 | $12.3M | Buy |
39,885
+1,179
| +3% | +$364K | 0.32% | 61 |
|
|
2024
Q4 | $13.3M | Buy |
38,706
+2,562
| +7% | +$880K | 0.36% | 56 |
|
|
2024
Q3 | $11.6M | Buy |
36,144
+8,462
| +31% | +$2.72M | 0.33% | 63 |
|
|
2024
Q2 | $8.7M | Buy |
27,682
+1,361
| +5% | +$428K | 0.26% | 79 |
|
|
2024
Q1 | $7.54M | Sell |
26,321
-763
| -3% | -$219K | 0.23% | 86 |
|
|
2023
Q4 | $7.03M | Buy |
27,084
+5,615
| +26% | +$1.46M | 0.23% | 85 |
|
|
2023
Q3 | $4.87M | Buy |
21,469
+3,348
| +18% | +$760K | 0.19% | 93 |
|
|
2023
Q2 | $4.26M | Buy |
18,121
+1,697
| +10% | +$399K | 0.17% | 102 |
|
|
2023
Q1 | $3.36M | Buy |
16,424
+1,640
| +11% | +$335K | 0.15% | 108 |
|
|
2022
Q4 | $2.54M | Buy |
14,784
+4,241
| +40% | +$730K | 0.12% | 121 |
|
|
2022
Q3 | $1.84M | Buy |
10,543
+1,612
| +18% | +$281K | 0.1% | 133 |
|
|
2022
Q2 | $1.62M | Sell |
8,931
-6,558
| -42% | -$1.19M | 0.09% | 153 |
|
|
2022
Q1 | $3.65M | Sell |
15,489
-9,373
| -38% | -$2.21M | 0.18% | 87 |
|
|
2021
Q4 | $6.48M | Sell |
24,862
-500
| -2% | -$130K | 0.32% | 55 |
|
|
2021
Q3 | $5.96M | Buy |
25,362
+762
| +3% | +$179K | 0.34% | 53 |
|
|
2021
Q2 | $5.69M | Buy |
24,600
+1,136
| +5% | +$263K | 0.34% | 52 |
|
|
2021
Q1 | $4.86M | Buy |
23,464
+6,663
| +40% | +$1.38M | 0.39% | 47 |
|
|
2020
Q4 | $3.42M | Buy |
16,801
+12,603
| +300% | +$2.57M | 0.26% | 59 |
|
|
2020
Q3 | $778K | Buy |
+4,198
| New | +$778K | 0.07% | 162 |
|