Glass Jacobson Investment Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Buy |
2,142
+207
| +11% | +$46.5K | 0.19% | 114 |
|
|
2025
Q1 | $412K | Hold |
1,935
| – | – | 0.14% | 166 |
|
|
2024
Q4 | $412K | Buy |
1,935
+421
| +28% | +$89.5K | 0.14% | 166 |
|
|
2024
Q3 | $313K | Buy |
1,514
+371
| +32% | +$76.7K | 0.1% | 183 |
|
|
2024
Q2 | $225K | Buy |
1,143
+347
| +44% | +$68.4K | 0.08% | 201 |
|
|
2024
Q1 | $149K | Buy |
796
+720
| +947% | +$135K | 0.06% | 239 |
|
|
2023
Q4 | $12.9K | Buy |
+76
| New | +$12.9K | 0.01% | 496 |
|