Fulcrum Equity Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,840
| Closed | -$871K | – | 104 |
|
|
2023
Q3 | $871K | Sell |
3,840
-510
| -12% | -$116K | 1.02% | 24 |
|
|
2023
Q2 | $1.02M | Sell |
4,350
-1,242
| -22% | -$292K | 1.19% | 23 |
|
|
2023
Q1 | $1.14M | Buy |
+5,592
| New | +$1.14M | 1.07% | 29 |
|
|
2022
Q2 | – | Sell |
-4,280
| Closed | -$1.01M | – | 99 |
|
|
2022
Q1 | $1.01M | Buy |
+4,280
| New | +$1.01M | 0.6% | 39 |
|
|
2021
Q3 | – | Sell |
-1,485
| Closed | -$344K | – | 212 |
|
|
2021
Q2 | $344K | Buy |
+1,485
| New | +$344K | 0.13% | 127 |
|