Heartwood Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Sell |
2,472
-33
| -1% | -$12.1K | 0.09% | 87 |
|
|
2025
Q1 | $774K | Buy |
2,505
+50
| +2% | +$15.4K | 0.09% | 83 |
|
|
2024
Q4 | $843K | Hold |
2,455
| – | – | 0.09% | 79 |
|
|
2024
Q3 | $790K | Sell |
2,455
-23
| -0.9% | -$7.41K | 0.09% | 80 |
|
|
2024
Q2 | $779K | Hold |
2,478
| – | – | 0.09% | 80 |
|
|
2024
Q1 | $710K | Buy |
+2,478
| New | +$710K | 0.09% | 77 |
|