Encompass Wealth Advisors’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 | $4.23M | Sell |
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|
2025
Q2 | $3.85M | Sell |
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|
2025
Q1 | $3.27M | Sell |
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|
2024
Q4 | $3.69M | Sell |
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|
2024
Q3 | $3.47M | Buy |
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|
2024
Q2 | $3.36M | Buy |
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|
2024
Q1 | $3.05M | Sell |
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|
2023
Q4 | $2.76M | Buy |
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|
2023
Q3 | $2.39M | Buy |
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|
2023
Q2 | $2.47M | Buy |
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|
2023
Q1 | $2.14M | Sell |
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|
2022
Q4 | $1.88M | Buy |
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|
2022
Q3 | $1.9M | Sell |
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|
2022
Q2 | $2.39M | Sell |
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|
2022
Q1 | $7.54M | Buy |
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|
2021
Q4 | $6.49M | Buy |
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|
2021
Q3 | $5.78M | Buy |
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|
2021
Q2 | $5.67M | Buy |
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|
2021
Q1 | $5.1M | Buy |
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|
2020
Q4 | $1M | Buy |
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