Forvis Mazars Wealth Advisors’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 | $609K | Buy |
1,663
+611
| +58% | +$224K | 0.01% | 252 |
|
|
2025
Q1 | $325K | Hold |
1,052
| – | – | 0.01% | 338 |
|
|
2024
Q4 | $361K | Sell |
1,052
-29
| -3% | -$9.96K | 0.01% | 352 |
|
|
2024
Q3 | $348K | Hold |
1,081
| – | – | 0.01% | 361 |
|
|
2024
Q2 | $340K | Sell |
1,081
-105
| -9% | -$33K | 0.01% | 338 |
|
|
2024
Q1 | $340K | Sell |
1,186
-110
| -8% | -$31.5K | 0.01% | 333 |
|
|
2023
Q4 | $336K | Hold |
1,296
| – | – | 0.01% | 324 |
|
|
2023
Q3 | $294K | Hold |
1,296
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $305K | Sell |
1,296
-70
| -5% | -$16.5K | 0.01% | 359 |
|
|
2023
Q1 | $279K | Sell |
1,366
-134
| -9% | -$27.4K | 0.01% | 347 |
|
|
2022
Q4 | $258K | Hold |
1,500
| – | – | 0.01% | 349 |
|
|
2022
Q3 | $261K | Hold |
1,500
| – | – | 0.01% | 338 |
|
|
2022
Q2 | $272K | Buy |
1,500
+273
| +22% | +$49.5K | 0.01% | 335 |
|
|
2022
Q1 | $289K | Buy |
1,227
+39
| +3% | +$9.19K | 0.01% | 248 |
|
|
2021
Q4 | $310K | Buy |
+1,188
| New | +$310K | 0.01% | 226 |
|