Householder Group Estate & Retirement Specialist’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-204
| Closed | -$42K | – | 931 |
|
|
2024
Q3 | $42K | Sell |
204
-16
| -7% | -$3.29K | 0.01% | 512 |
|
|
2024
Q2 | $43K | Hold |
220
| – | – | 0.01% | 508 |
|
|
2024
Q1 | $41.1K | Hold |
220
| – | – | 0.01% | 512 |
|
|
2023
Q4 | $37K | Hold |
220
| – | – | 0.01% | 517 |
|
|
2023
Q3 | $33.4K | Buy |
+220
| New | +$33.4K | 0.01% | 533 |
|
|
2023
Q1 | $31K | Buy |
+220
| New | +$31K | 0.01% | 536 |
|
|
2022
Q4 | – | Sell |
-220
| Closed | -$27K | – | 794 |
|
|
2022
Q3 | $27K | Buy |
+220
| New | +$27K | 0.01% | 517 |
|