JPLA
Joseph P. Lucia & Associates’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-95
| Closed | -$17K | – | 306 |
|
2022
Q2 | $17K | Buy |
95
+35
| +58% | +$6.26K | 0.01% | 265 |
|
2022
Q1 | $14K | Buy |
+60
| New | +$14K | 0.01% | 298 |
|
2021
Q4 | – | Sell |
-55
| Closed | -$13K | – | 383 |
|
2021
Q3 | $13K | Hold |
55
| – | – | 0.01% | 353 |
|
2021
Q2 | $13K | Hold |
55
| – | – | 0.01% | 365 |
|
2021
Q1 | $11K | Hold |
55
| – | – | ﹤0.01% | 353 |
|
2020
Q4 | $11K | Buy |
+55
| New | +$11K | 0.01% | 333 |
|
2020
Q3 | – | Sell |
-55
| Closed | -$9K | – | 313 |
|
2020
Q2 | $9K | Hold |
55
| – | – | 0.01% | 327 |
|
2020
Q1 | $7K | Hold |
55
| – | – | 0.01% | 316 |
|
2019
Q4 | $8K | Hold |
55
| – | – | 0.01% | 328 |
|
2019
Q3 | $7K | Hold |
55
| – | – | 0.01% | 344 |
|
2019
Q2 | $7K | Buy |
+55
| New | +$7K | 0.01% | 340 |
|