Heartwood Wealth Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.4M | Sell |
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|
2025
Q2 | $2.21M | Sell |
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|
2025
Q1 | $2.13M | Buy |
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|
2024
Q4 | $2.21M | Buy |
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|
2024
Q3 | $2.09M | Buy |
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|
2024
Q2 | $1.9M | Sell |
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|
2024
Q1 | $1.81M | Hold |
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|
2023
Q4 | $1.64M | Hold |
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|
2023
Q3 | $1.47M | Buy |
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|
2023
Q2 | $1.38M | Hold |
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|
2023
Q1 | $1.27M | Hold |
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|
2022
Q4 | $1.17M | Hold |
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|
2022
Q3 | $1.1M | Hold |
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|
2022
Q2 | $1.17M | Hold |
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|
2022
Q1 | $1.41M | Sell |
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|
2021
Q4 | $1.5M | Hold |
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|
2021
Q3 | $1.35M | Hold |
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|
2021
Q2 | $1.35M | Sell |
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|
2021
Q1 | $18.1M | Sell |
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|
2020
Q4 | $18.2M | Buy |
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|
2020
Q3 | $16M | Sell |
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|
2020
Q2 | $14.5M | Buy |
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|
2020
Q1 | $11.6M | Sell |
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|
2019
Q4 | $15.2M | Buy |
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