GeoWealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Buy |
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|
2025
Q1 | $1.89M | Sell |
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|
2024
Q4 | $18.2M | Sell |
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|
2024
Q3 | $18.3M | Buy |
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|
2024
Q2 | $4.02M | Sell |
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|
2024
Q1 | $19.5M | Buy |
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|
2023
Q4 | $7.5M | Buy |
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|
2023
Q3 | $5.47M | Buy |
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|
2023
Q2 | $5.45M | Sell |
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|
2023
Q1 | $5.77M | Buy |
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|
2022
Q4 | $4.2M | Sell |
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|
2022
Q3 | $4.78M | Buy |
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|
2022
Q2 | $3.51M | Buy |
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|
2022
Q1 | $2.15M | Sell |
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|
2021
Q4 | $16.7M | Sell |
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|
2021
Q3 | $19.6M | Buy |
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|
2021
Q2 | $777K | Buy |
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|
2021
Q1 | $535K | Buy |
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|
2020
Q4 | $429K | Buy |
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|
2020
Q3 | $155K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.39M | Buy |
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