HWM
HRC Wealth Management’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 | $721K | Hold |
3,205
| – | – | 0.38% | 22 |
|
|
2025
Q1 | $645K | Buy |
3,205
+704
| +28% | +$142K | 0.4% | 22 |
|
|
2024
Q4 | $532K | Buy |
2,501
+963
| +63% | +$205K | 0.32% | 27 |
|
|
2024
Q3 | $318K | Buy |
1,538
+10
| +0.7% | +$2.07K | 0.21% | 33 |
|
|
2024
Q2 | $302K | Hold |
1,528
| – | – | 0.21% | 32 |
|
|
2024
Q1 | $286K | Buy |
1,528
+270
| +21% | +$50.5K | 0.21% | 34 |
|
|
2023
Q4 | $213K | Buy |
+1,258
| New | +$213K | 0.18% | 25 |
|