GWA
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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