Golden State Wealth Management’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 | $139K | Buy |
617
+457
| +286% | +$103K | 0.02% | 415 |
|
|
2025
Q1 | $32.2K | Buy |
160
+25
| +19% | +$5.04K | ﹤0.01% | 690 |
|
|
2024
Q4 | $28.7K | Buy |
+135
| New | +$28.7K | ﹤0.01% | 682 |
|
|
2020
Q2 | – | Sell |
-540
| Closed | -$49K | – | 610 |
|
|
2020
Q1 | $49K | Buy |
+540
| New | +$49K | 0.02% | 365 |
|
|
2019
Q4 | – | Sell |
-540
| Closed | -$56K | – | 577 |
|
|
2019
Q3 | $56K | Hold |
540
| – | – | 0.02% | 399 |
|
|
2019
Q2 | $54K | Hold |
540
| – | – | 0.02% | 439 |
|
|
2019
Q1 | $53K | Buy |
+540
| New | +$53K | 0.02% | 424 |
|