First Western Trust Bank’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Buy
+958
New +$215K 0.01% 187
2025
Q1
Sell
-958
Closed -$204K 198
2024
Q4
$204K Sell
958
-308
-24% -$65.5K 0.01% 194
2024
Q3
$262K Sell
1,266
-5
-0.4% -$1.03K 0.01% 176
2024
Q2
$251K Hold
1,271
0.01% 168
2024
Q1
$238K Hold
1,271
0.01% 184
2023
Q4
$215K Buy
+1,271
New +$215K 0.01% 190