Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Kovitz Investment Group Partners’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$316K Buy
1,403
+53
+4% +$11.9K ﹤0.01% 1124
2025
Q1 		$272K Buy
1,350
+3
+0.2% +$604 ﹤0.01% 1079
2024
Q4 		$287K Buy
1,347
+1
+0.1% +$213 ﹤0.01% 1047
2024
Q3 		$278K Buy
+1,346
New +$278K ﹤0.01% 888