HNWAG
High Net Worth Advisory Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
4,582
+244
| +6% | +$89.3K | 0.44% | 52 |
|
|
2025
Q1 | $1.34M | Buy |
4,338
+395
| +10% | +$122K | 0.38% | 64 |
|
|
2024
Q4 | $1.35M | Buy |
3,943
+679
| +21% | +$233K | 0.38% | 63 |
|
|
2024
Q3 | $1.05M | Hold |
3,264
| – | – | 0.29% | 76 |
|
|
2024
Q2 | $1.03M | Hold |
3,264
| – | – | 0.31% | 72 |
|
|
2024
Q1 | $935K | Buy |
3,264
+264
| +9% | +$75.7K | 0.29% | 79 |
|
|
2023
Q4 | $779K | Hold |
3,000
| – | – | 0.29% | 80 |
|
|
2023
Q3 | $681K | Hold |
3,000
| – | – | 0.27% | 87 |
|
|
2023
Q2 | $706K | Hold |
3,000
| – | – | 0.27% | 88 |
|
|
2023
Q1 | $614K | Hold |
3,000
| – | – | 0.25% | 96 |
|
|
2022
Q4 | $516K | Buy |
+3,000
| New | +$516K | 0.2% | 103 |
|