HWA
Hilltop 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Sell |
12,415
-71
| -0.6% | -$16K | 1.57% | 16 |
|
|
2025
Q1 | $2.51M | Sell |
12,486
-1,149
| -8% | -$231K | 1.42% | 17 |
|
|
2024
Q4 | $2.9M | Sell |
13,635
-221
| -2% | -$47K | 1.47% | 16 |
|
|
2024
Q3 | $2.86M | Sell |
13,856
-280
| -2% | -$57.9K | 1.34% | 17 |
|
|
2024
Q2 | $2.79M | Sell |
14,136
-202
| -1% | -$39.9K | 1.4% | 16 |
|
|
2024
Q1 | $2.68M | Sell |
14,338
-226
| -2% | -$42.2K | 1.37% | 18 |
|
|
2023
Q4 | $2.47M | Sell |
14,564
-354
| -2% | -$59.9K | 1.41% | 17 |
|
|
2023
Q3 | $2.27M | Sell |
14,918
-92
| -0.6% | -$14K | 1.75% | 14 |
|
|
2023
Q2 | $2.35M | Sell |
15,010
-221
| -1% | -$34.6K | 1.73% | 13 |
|
|
2023
Q1 | $2.18M | Sell |
15,231
-374
| -2% | -$53.5K | 1.75% | 13 |
|
|
2022
Q4 | $2.07M | Sell |
15,605
-406
| -3% | -$53.8K | 1.75% | 13 |
|
|
2022
Q3 | $2M | Sell |
16,011
-88
| -0.5% | -$11K | 2.05% | 14 |
|
|
2022
Q2 | $2.12M | Sell |
16,099
-241
| -1% | -$31.8K | 2.07% | 11 |
|
|
2022
Q1 | $2.6M | Sell |
16,340
-11,800
| -42% | -$1.88M | 2.21% | 10 |
|
|
2021
Q4 | $4.73M | Sell |
28,140
-60
| -0.2% | -$10.1K | 3.28% | 11 |
|
|
2021
Q3 | $4.3M | Sell |
28,200
-770
| -3% | -$117K | 3.02% | 11 |
|
|
2021
Q2 | $4.41M | Sell |
28,970
-226
| -0.8% | -$34.4K | 3.12% | 11 |
|
|
2021
Q1 | $4.09M | Sell |
29,196
-1,549
| -5% | -$217K | 3.13% | 11 |
|
|
2020
Q4 | $4.1M | Sell |
30,745
-504
| -2% | -$67.3K | 3.65% | 10 |
|
|
2020
Q3 | $3.75M | Sell |
31,249
-624
| -2% | -$74.8K | 3.79% | 10 |
|
|
2020
Q2 | $3.49M | Sell |
31,873
-5,956
| -16% | -$652K | 3.82% | 10 |
|
|
2020
Q1 | $3.44M | Buy |
37,829
+2,841
| +8% | +$258K | 4.2% | 7 |
|
|
2019
Q4 | $3.91M | Buy |
+34,988
| New | +$3.91M | 4.05% | 7 |
|