Evermay Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Hold |
300
| – | – | 0.01% | 257 |
|
|
2025
Q1 | $92.7K | Hold |
300
| – | – | 0.01% | 270 |
|
|
2024
Q4 | $103K | Hold |
300
| – | – | 0.02% | 257 |
|
|
2024
Q3 | $96.6K | Hold |
300
| – | – | 0.02% | 270 |
|
|
2024
Q2 | $94.4K | Hold |
300
| – | – | 0.02% | 274 |
|
|
2024
Q1 | $86K | Hold |
300
| – | – | 0.01% | 294 |
|
|
2023
Q4 | $77.9K | Hold |
300
| – | – | 0.01% | 282 |
|
|
2023
Q3 | $68.1K | Hold |
300
| – | – | 0.01% | 272 |
|
|
2023
Q2 | $70.6K | Hold |
300
| – | – | 0.01% | 278 |
|
|
2023
Q1 | $61.4K | Hold |
300
| – | – | 0.01% | 284 |
|
|
2022
Q4 | $51.6K | Hold |
300
| – | – | 0.01% | 295 |
|
|
2022
Q3 | $52K | Hold |
300
| – | – | 0.01% | 274 |
|
|
2022
Q2 | $55K | Hold |
300
| – | – | 0.01% | 271 |
|
|
2022
Q1 | $71K | Sell |
300
-164
| -35% | -$38.8K | 0.01% | 271 |
|
|
2021
Q4 | $121K | Buy |
464
+164
| +55% | +$42.8K | 0.02% | 214 |
|
|
2021
Q3 | $70K | Hold |
300
| – | – | 0.01% | 239 |
|
|
2021
Q2 | $69K | Buy |
+300
| New | +$69K | 0.01% | 250 |
|