FSA
Financial Services Advisory’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.7M | Sell |
92,218
-5,860
| -6% | -$1.32M | 10.01% | 4 |
|
2025
Q1 | $19.8M | Buy |
98,078
+191
| +0.2% | +$38.5K | 7.47% | 5 |
|
2024
Q4 | $20.8M | Buy |
97,887
+1,788
| +2% | +$380K | 4.88% | 7 |
|
2024
Q3 | $19.9M | Buy |
96,099
+2,188
| +2% | +$452K | 4.8% | 8 |
|
2024
Q2 | $18.5M | Buy |
93,911
+2,685
| +3% | +$530K | 5.07% | 6 |
|
2024
Q1 | $17M | Buy |
91,226
+40,165
| +79% | +$7.51M | 4.24% | 7 |
|
2023
Q4 | $8.64M | Buy |
+51,061
| New | +$8.64M | 2.47% | 14 |
|