Kingswood Wealth 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 | $659K | Buy |
1,800
+100
| +6% | +$36.6K | 0.05% | 350 |
|
|
2025
Q1 | $529K | Sell |
1,700
-3,700
| -69% | -$1.15M | 0.05% | 377 |
|
|
2024
Q4 | $1.85M | Buy |
+5,400
| New | +$1.85M | 0.14% | 160 |
|
|
2024
Q3 | – | Sell |
-1,700
| Closed | -$534K | – | 719 |
|
|
2024
Q2 | $534K | Hold |
1,700
| – | – | 0.05% | 370 |
|
|
2024
Q1 | $487K | Hold |
1,700
| – | – | 0.06% | 355 |
|
|
2023
Q4 | $441K | Buy |
1,700
+100
| +6% | +$26K | 0.05% | 375 |
|
|
2023
Q3 | $372K | Hold |
1,600
| – | – | 0.06% | 300 |
|
|
2023
Q2 | $377K | Buy |
+1,600
| New | +$377K | 0.12% | 169 |
|