Liberty Wealth Management’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 | $1.44M | Sell |
3,940
-353
| -8% | -$129K | 0.23% | 65 |
|
2025
Q1 | $1.33M | Buy |
4,293
+373
| +10% | +$115K | 0.25% | 56 |
|
2024
Q4 | $1.35M | Buy |
3,920
+62
| +2% | +$21.3K | 0.22% | 68 |
|
2024
Q3 | $1.24M | Sell |
3,858
-62
| -2% | -$20K | 0.21% | 67 |
|
2024
Q2 | $1.23M | Buy |
3,920
+82
| +2% | +$25.8K | 0.23% | 67 |
|
2024
Q1 | $1.1M | Sell |
3,838
-3,189
| -45% | -$914K | 0.21% | 69 |
|
2023
Q4 | $945K | Buy |
7,027
+3,741
| +114% | +$503K | 0.2% | 66 |
|
2023
Q3 | $746K | Buy |
3,286
+272
| +9% | +$61.8K | 0.19% | 65 |
|
2023
Q2 | $709K | Sell |
3,014
-89
| -3% | -$20.9K | 0.18% | 67 |
|
2023
Q1 | $635K | Buy |
+3,103
| New | +$635K | 0.13% | 96 |
|
2022
Q3 | $462K | Buy |
2,656
+514
| +24% | +$89.4K | 0.12% | 91 |
|
2022
Q2 | $282K | Buy |
2,142
+1,269
| +145% | +$167K | 0.11% | 108 |
|
2022
Q1 | $205K | Sell |
873
-408
| -32% | -$95.8K | 0.07% | 149 |
|
2021
Q4 | $334 | Sell |
1,281
-277
| -18% | -$72 | 0.01% | 117 |
|
2021
Q3 | $365K | Buy |
1,558
+462
| +42% | +$108K | 0.13% | 102 |
|
2021
Q2 | $153K | Buy |
1,096
+445
| +68% | +$62.1K | 0.06% | 160 |
|
2021
Q1 | $134K | Hold |
651
| – | – | 0.07% | 145 |
|
2020
Q4 | $134K | Sell |
651
-177
| -21% | -$36.4K | 0.07% | 144 |
|
2020
Q3 | $153K | Buy |
828
+2
| +0.2% | +$370 | 0.09% | 114 |
|
2020
Q2 | $135K | Buy |
826
+1
| +0.1% | +$163 | 0.1% | 119 |
|
2020
Q1 | $105K | Buy |
825
+2
| +0.2% | +$255 | 0.09% | 135 |
|
2019
Q4 | $120K | Buy |
823
+5
| +0.6% | +$729 | 0.09% | 143 |
|
2019
Q3 | $109K | Buy |
818
+3
| +0.4% | +$400 | 0.1% | 137 |
|
2019
Q2 | $106K | Hold |
815
| – | – | 0.09% | 159 |
|
2019
Q1 | $101K | Hold |
815
| – | – | 0.08% | 139 |
|
2018
Q4 | $87K | Buy |
+815
| New | +$87K | 0.06% | 141 |
|