IFWM
Institute for 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 | $258K | Sell |
1,147
-50
| -4% | -$11.3K | 0.03% | 474 |
|
|
2025
Q1 | $241K | Buy |
1,197
+2
| +0.2% | +$403 | 0.03% | 467 |
|
|
2024
Q4 | $254K | Buy |
1,195
+42
| +4% | +$8.93K | 0.03% | 436 |
|
|
2024
Q3 | $238K | Buy |
1,153
+72
| +7% | +$14.9K | 0.03% | 477 |
|
|
2024
Q2 | $213K | Sell |
1,081
-794
| -42% | -$157K | 0.03% | 465 |
|
|
2024
Q1 | $350K | Sell |
1,875
-168
| -8% | -$31.4K | 0.05% | 352 |
|
|
2023
Q4 | $346K | Buy |
2,043
+84
| +4% | +$14.2K | 0.06% | 339 |
|
|
2023
Q3 | $298K | Sell |
1,959
-5
| -0.3% | -$759 | 0.05% | 343 |
|
|
2023
Q2 | $307K | Buy |
1,964
+307
| +19% | +$48K | 0.05% | 353 |
|
|
2023
Q1 | $237K | Buy |
+1,657
| New | +$237K | 0.05% | 396 |
|
|
2022
Q1 | – | Sell |
-1,350
| Closed | -$227K | – | 551 |
|
|
2021
Q4 | $227K | Sell |
1,350
-100
| -7% | -$16.8K | 0.04% | 443 |
|
|
2021
Q3 | $221K | Buy |
+1,450
| New | +$221K | 0.04% | 441 |
|