Foundations Investment Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,241
| Closed | -$463K | – | 867 |
|
|
2024
Q3 | $463K | Buy |
2,241
+888
| +66% | +$184K | 0.01% | 534 |
|
|
2024
Q2 | $267K | Sell |
1,353
-2,201
| -62% | -$434K | 0.01% | 633 |
|
|
2024
Q1 | $664K | Buy |
+3,554
| New | +$664K | 0.02% | 402 |
|
|
2022
Q2 | – | Sell |
-11,666
| Closed | -$1.79M | – | 408 |
|
|
2022
Q1 | $1.79M | Buy |
+11,666
| New | +$1.79M | 0.07% | 98 |
|