Integrated Wealth Concepts’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
2025
Q1
$590K Buy
2024
Q4
$620K Sell
2024
Q3
$665K Buy
2024
Q2
$564K Buy
2024
Q1
$519K Buy
2023
Q4
$454K Buy
2023
Q3
$201K Hold
2023
Q2
$206K Buy
2021
Q1
Sell
2020
Q4
$220K Buy