Financial Synergies Wealth Advisors’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
Q3 | $518K | Buy |
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|
2025
Q2 | $477K | Hold |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $450K | Sell |
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|
2024
Q3 | $522K | Sell |
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|
2024
Q2 | $508K | Sell |
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|
2024
Q1 | $482K | Sell |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $412K | Buy |
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|
2023
Q2 | $423K | Sell |
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|
2023
Q1 | $388K | Buy |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $336K | Hold |
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|
2022
Q2 | $354K | Buy |
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|
2022
Q1 | $329K | Buy |
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|
2021
Q4 | $347K | Sell |
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|
2021
Q3 | $342K | Hold |
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|
2021
Q2 | $342K | Buy |
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|
2021
Q1 | $314K | Sell |
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|
2020
Q4 | $314K | Sell |
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|
2020
Q3 | $286K | Sell |
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|
2020
Q2 | $656K | Buy |
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