GWA
Gratus Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $61.7M | Sell |
168,403
-448
| -0.3% | -$164K | 9.34% | 2 |
|
2025
Q1 | $52.2M | Sell |
168,851
-3,647
| -2% | -$1.13M | 8.56% | 2 |
|
2024
Q4 | $59.2M | Buy |
172,498
+67
| +0% | +$23K | 9.48% | 2 |
|
2024
Q3 | $54.7M | Buy |
172,431
+1,765
| +1% | +$560K | 8.93% | 2 |
|
2024
Q2 | $53.1M | Buy |
170,666
+3,104
| +2% | +$966K | 9.15% | 2 |
|
2024
Q1 | $46M | Buy |
167,562
+30,727
| +22% | +$8.43M | 8.45% | 2 |
|
2023
Q4 | $35.5M | Buy |
+136,835
| New | +$35.5M | 7% | 2 |
|