EP 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
Q2 | $29.5M | Sell |
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|
2025
Q1 | $25M | Sell |
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|
2024
Q4 | $28M | Sell |
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|
2024
Q3 | $26.4M | Buy |
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|
2024
Q2 | $618K | Buy |
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|
2024
Q1 | $443K | Sell |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $418K | Sell |
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|
2023
Q2 | $363K | Buy |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $519K | Buy |
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|
2021
Q4 | $483K | Hold |
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|
2021
Q3 | $435K | Hold |
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|
2021
Q2 | $429K | Hold |
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|
2021
Q1 | $383K | Buy |
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|
2020
Q4 | $364K | Buy |
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