EFG
Erickson Financial Group’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 | $27.3M | Sell |
74,547
-8,776
| -11% | -$3.21M | 18.44% | 2 |
|
|
2025
Q1 | $25.7M | Sell |
83,323
-983
| -1% | -$304K | 19.21% | 2 |
|
|
2024
Q4 | $29M | Sell |
84,306
-934
| -1% | -$321K | 20.61% | 2 |
|
|
2024
Q3 | $27.4M | Sell |
85,240
-5,086
| -6% | -$1.64M | 19.66% | 2 |
|
|
2024
Q2 | $28.4M | Sell |
90,326
-725
| -0.8% | -$228K | 21.64% | 1 |
|
|
2024
Q1 | $26.1M | Buy |
91,051
+489
| +0.5% | +$140K | 20.46% | 1 |
|
|
2023
Q4 | $23.5M | Buy |
90,562
+1,117
| +1% | +$290K | 19.53% | 1 |
|
|
2023
Q3 | $20.3M | Buy |
89,445
+933
| +1% | +$212K | 18.98% | 1 |
|
|
2023
Q2 | $20.8M | Sell |
88,512
-5,465
| -6% | -$1.29M | 18.9% | 1 |
|
|
2023
Q1 | $19.2M | Buy |
93,977
+270
| +0.3% | +$55.2K | 19.06% | 1 |
|
|
2022
Q4 | $16.1M | Sell |
93,707
-24,538
| -21% | -$4.22M | 17.45% | 1 |
|
|
2022
Q3 | $20.6M | Sell |
118,245
-1,211
| -1% | -$211K | 22.92% | 1 |
|
|
2022
Q2 | $21.7M | Buy |
119,456
+2,542
| +2% | +$462K | 23.25% | 1 |
|
|
2022
Q1 | $27.5M | Buy |
116,914
+11,562
| +11% | +$2.72M | 24.76% | 1 |
|
|
2021
Q4 | $27.5M | Buy |
+105,352
| New | +$27.5M | 23.67% | 1 |
|