EP Wealth Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

EP Wealth Advisors’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$227K	Hold
2025 Q1	$204K	Hold
2024 Q4	$215K	Sell
2024 Q3	$214K	Sell
2024 Q2	$211K	Sell
2024 Q1	$363K	Buy
2023 Q4	$208K	Sell
2023 Q3	$258K	Sell
2023 Q2	$266K	Buy
2023 Q1	$44.7M	Buy