Investment Planning Advisors’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	$1.09M	Buy	2,974 +99	+3%	+$36.3K	0.38%	26
2025 Q1	$888K	Sell	2,875 -20	-0.7%	-$6.18K	0.36%	33
2024 Q4	$994K	Buy	2,895 +402	+16%	+$138K	0.43%	30
2024 Q3	$783K	Hold	2,493	–	–	0.4%	33
2024 Q2	$783K	Buy	+2,493	New	+$783K	0.4%	33