Great Oak Capital Partners’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 | $210K | Buy |
+927
| New | +$210K | 0.06% | 35 |
|
2024
Q4 | – | Sell |
-1,435
| Closed | -$296K | – | 34 |
|
2024
Q3 | $296K | Buy |
1,435
+5
| +0.3% | +$1.03K | 0.1% | 32 |
|
2024
Q2 | $274K | Buy |
1,430
+4
| +0.3% | +$768 | 0.1% | 31 |
|
2024
Q1 | $266K | Buy |
1,426
+5
| +0.4% | +$934 | 0.12% | 28 |
|
2023
Q4 | $241K | Buy |
+1,421
| New | +$241K | 0.13% | 29 |
|