Essex Financial Services’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
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|
2025
Q1 | $362K | Buy |
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|
2024
Q4 | $364K | Sell |
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|
2024
Q3 | $364K | Sell |
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|
2024
Q2 | $415K | Buy |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $248K | Hold |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $366K | Sell |
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|
2021
Q4 | $464K | Buy |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $323K | Hold |
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|
2021
Q1 | $323K | Buy |
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