FRG Family 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 | $1.39M | Hold |
3,803
| – | – | 0.24% | 65 |
|
|
2025
Q1 | $1.17M | Sell |
3,803
-110
| -3% | -$34K | 0.23% | 71 |
|
|
2024
Q4 | $1.34M | Hold |
3,913
| – | – | 0.24% | 63 |
|
|
2024
Q3 | $1.26M | Sell |
3,913
-5,025
| -56% | -$1.62M | 0.23% | 69 |
|
|
2024
Q2 | $2.58M | Buy |
8,938
+92
| +1% | +$26.6K | 0.5% | 43 |
|
|
2024
Q1 | $2.42M | Buy |
8,846
+786
| +10% | +$215K | 0.47% | 42 |
|
|
2023
Q4 | $2.09M | Buy |
8,060
+1,100
| +16% | +$285K | 0.42% | 43 |
|
|
2023
Q3 | $1.58M | Buy |
6,960
+685
| +11% | +$155K | 0.36% | 53 |
|
|
2023
Q2 | $1.48M | Buy |
6,275
+300
| +5% | +$70.6K | 0.32% | 57 |
|
|
2023
Q1 | $1.22M | Hold |
5,975
| – | – | 0.28% | 64 |
|
|
2022
Q4 | $1.03M | Sell |
5,975
-885
| -13% | -$152K | 0.25% | 76 |
|
|
2022
Q3 | $1.2M | Sell |
6,860
-635
| -8% | -$111K | 0.3% | 60 |
|
|
2022
Q2 | $1.36M | Sell |
7,495
-1,840
| -20% | -$334K | 0.31% | 57 |
|
|
2022
Q1 | $2.2M | Sell |
9,335
-1,345
| -13% | -$317K | 0.43% | 44 |
|
|
2021
Q4 | $2.79M | Sell |
10,680
-460
| -4% | -$120K | 0.52% | 42 |
|
|
2021
Q3 | $2.62M | Hold |
11,140
| – | – | 0.51% | 43 |
|
|
2021
Q2 | $2.58M | Hold |
11,140
| – | – | 0.49% | 44 |
|
|
2021
Q1 | $2.31M | Buy |
11,140
+1,150
| +12% | +$238K | 0.47% | 47 |
|
|
2020
Q4 | $2.04M | Buy |
9,990
+1,040
| +12% | +$212K | 0.44% | 48 |
|
|
2020
Q3 | $1.66M | Buy |
+8,950
| New | +$1.66M | 0.4% | 50 |
|