JFS Wealth Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
5,433
-210
| -4% | -$47.2K | 0.08% | 139 |
|
|
2025
Q1 | $1.14M | Buy |
5,643
+991
| +21% | +$200K | 0.08% | 137 |
|
|
2024
Q4 | $989K | Buy |
4,652
+173
| +4% | +$36.8K | 0.07% | 140 |
|
|
2024
Q3 | $926K | Buy |
4,479
+38
| +0.9% | +$7.85K | 0.06% | 152 |
|
|
2024
Q2 | $876K | Buy |
4,441
+1,518
| +52% | +$299K | 0.07% | 120 |
|
|
2024
Q1 | $546K | Buy |
2,923
+1,209
| +71% | +$226K | 0.04% | 153 |
|
|
2023
Q4 | $290K | Buy |
+1,714
| New | +$290K | 0.02% | 193 |
|