Kingswood 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
2024
Q4
Sell
-3,503
Closed -$724K 863
2024
Q3
$724K Buy
+3,503
New +$724K 0.05% 362