Forum Private Client Group’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 | $3.88M | Buy |
10,600
+444
| +4% | +$163K | 1.5% | 20 |
|
|
2025
Q1 | $3.14M | Sell |
10,156
-140
| -1% | -$43.2K | 1.36% | 21 |
|
|
2024
Q4 | $3.54M | Sell |
10,296
-540
| -5% | -$185K | 1.57% | 19 |
|
|
2024
Q3 | $3.49M | Sell |
10,836
-368
| -3% | -$118K | 1.55% | 18 |
|
|
2024
Q2 | $3.52M | Sell |
11,204
-221
| -2% | -$69.4K | 1.67% | 19 |
|
|
2024
Q1 | $3.27M | Sell |
11,425
-927
| -8% | -$266K | 1.58% | 19 |
|
|
2023
Q4 | $3.21M | Buy |
+12,352
| New | +$3.21M | 1.67% | 19 |
|
|
2023
Q3 | – | Sell |
-13,935
| Closed | -$3.28M | – | 48 |
|
|
2023
Q2 | $3.28M | Sell |
13,935
-316
| -2% | -$74.4K | 1.88% | 17 |
|
|
2023
Q1 | $2.91M | Buy |
14,251
+555
| +4% | +$114K | 1.84% | 20 |
|
|
2022
Q4 | $2.36M | Sell |
13,696
-17
| -0.1% | -$2.93K | 1.63% | 22 |
|
|
2022
Q3 | $2.39M | Buy |
13,713
+178
| +1% | +$31K | 1.79% | 20 |
|
|
2022
Q2 | $2.46M | Buy |
13,535
+660
| +5% | +$120K | 1.79% | 20 |
|
|
2022
Q1 | $3.03M | Buy |
+12,875
| New | +$3.03M | 2.35% | 12 |
|