HWA
HHM Wealth Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-210
| Closed | -$43.4K | – | 1034 |
|
|
2024
Q3 | $43.4K | Hold |
210
| – | – | 0.01% | 360 |
|
|
2024
Q2 | $41.4K | Hold |
210
| – | – | 0.01% | 363 |
|
|
2024
Q1 | $39.2K | Hold |
210
| – | – | 0.01% | 328 |
|
|
2023
Q4 | $35.5K | Hold |
210
| – | – | 0.01% | 333 |
|
|
2023
Q3 | $31.9K | Hold |
210
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $32.9K | Hold |
210
| – | – | 0.01% | 347 |
|
|
2023
Q1 | $30.1K | Hold |
210
| – | – | 0.01% | 355 |
|
|
2022
Q4 | $27.8K | Hold |
210
| – | – | 0.01% | 323 |
|
|
2022
Q3 | $26K | Hold |
210
| – | – | 0.01% | 317 |
|
|
2022
Q2 | $28K | Hold |
210
| – | – | 0.01% | 369 |
|
|
2022
Q1 | $33K | Hold |
210
| – | – | 0.01% | 364 |
|
|
2021
Q4 | $35K | Hold |
210
| – | – | 0.01% | 352 |
|
|
2021
Q3 | $32K | Hold |
210
| – | – | 0.01% | 353 |
|
|
2021
Q2 | $32K | Hold |
210
| – | – | 0.01% | 345 |
|
|
2021
Q1 | $29K | Buy |
+210
| New | +$29K | 0.01% | 338 |
|