Institute for Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Sell |
2,633
-76
| -3% | -$27.8K | 0.11% | 198 |
|
|
2025
Q1 | $837K | Sell |
2,709
-278
| -9% | -$85.9K | 0.11% | 212 |
|
|
2024
Q4 | $1.03M | Buy |
2,987
+613
| +26% | +$211K | 0.13% | 170 |
|
|
2024
Q3 | $764K | Buy |
2,374
+581
| +32% | +$187K | 0.1% | 221 |
|
|
2024
Q2 | $563K | Sell |
1,793
-178
| -9% | -$55.9K | 0.08% | 256 |
|
|
2024
Q1 | $565K | Buy |
1,971
+80
| +4% | +$22.9K | 0.07% | 263 |
|
|
2023
Q4 | $491K | Buy |
1,891
+14
| +0.7% | +$3.63K | 0.08% | 268 |
|
|
2023
Q3 | $426K | Buy |
1,877
+114
| +6% | +$25.9K | 0.08% | 279 |
|
|
2023
Q2 | $415K | Buy |
1,763
+666
| +61% | +$157K | 0.07% | 292 |
|
|
2023
Q1 | $224K | Buy |
+1,097
| New | +$224K | 0.04% | 402 |
|
|
2022
Q3 | – | Sell |
-1,133
| Closed | -$206K | – | 488 |
|
|
2022
Q2 | $206K | Sell |
1,133
-1,317
| -54% | -$239K | 0.04% | 482 |
|
|
2022
Q1 | $577K | Buy |
2,450
+46
| +2% | +$10.8K | 0.09% | 261 |
|
|
2021
Q4 | $627K | Buy |
2,404
+510
| +27% | +$133K | 0.1% | 238 |
|
|
2021
Q3 | $445K | Sell |
1,894
-1,001
| -35% | -$235K | 0.08% | 294 |
|
|
2021
Q2 | $670K | Buy |
2,895
+2
| +0.1% | +$463 | 0.12% | 207 |
|
|
2021
Q1 | $599K | Buy |
2,893
+2
| +0.1% | +$414 | 0.11% | 222 |
|
|
2020
Q4 | $589K | Sell |
2,891
-46
| -2% | -$9.37K | 0.12% | 211 |
|
|
2020
Q3 | $544K | Buy |
2,937
+73
| +3% | +$13.5K | 0.12% | 208 |
|
|
2020
Q2 | $468K | Buy |
2,864
+783
| +38% | +$128K | 0.11% | 243 |
|
|
2020
Q1 | $264K | Buy |
2,081
+3
| +0.1% | +$381 | 0.08% | 300 |
|
|
2019
Q4 | $303K | Buy |
2,078
+5
| +0.2% | +$729 | 0.07% | 345 |
|
|
2019
Q3 | $275K | Sell |
2,073
-396
| -16% | -$52.5K | 0.07% | 342 |
|
|
2019
Q2 | $320K | Hold |
2,469
| – | – | 0.07% | 337 |
|
|
2019
Q1 | $307K | Buy |
+2,469
| New | +$307K | 0.07% | 329 |
|