Heartwood Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Heartwood Wealth Advisors’s Portfolio MGK Stock Details MGK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$995K	Hold
2025 Q2	$905K	Sell
2025 Q1	$774K	Buy
2024 Q4	$843K	Hold
2024 Q3	$790K	Sell
2024 Q2	$779K	Hold
2024 Q1	$710K	Buy