LifeSteps Financial’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
$1.37M Sell
3,741
-50
-1% -$18.3K 0.94% 22
2025
Q1
$1.17M Sell
3,791
-32
-0.8% -$9.89K 0.95% 25
2024
Q4
$1.31M Sell
3,823
-15
-0.4% -$5.15K 1.01% 23
2024
Q3
$1.24M Sell
3,838
-10
-0.3% -$3.22K 0.97% 24
2024
Q2
$1.21M Sell
3,848
-35
-0.9% -$11K 1% 24
2024
Q1
$1.11M Sell
3,883
-332
-8% -$95.1K 0.84% 24
2023
Q4
$1.09M Buy
4,215
+19
+0.5% +$4.93K 0.97% 24
2023
Q3
$952K Buy
4,196
+65
+2% +$14.8K 0.97% 25
2023
Q2
$972K Buy
4,131
+34
+0.8% +$8K 0.96% 24
2023
Q1
$838K Sell
4,097
-960
-19% -$196K 0.89% 26
2022
Q4
$870K Sell
5,057
-625
-11% -$108K 0.91% 25
2022
Q3
$990K Buy
5,682
+755
+15% +$132K 1.12% 19
2022
Q2
$895K Sell
4,927
-315
-6% -$57.2K 0.93% 23
2022
Q1
$1.23M Buy
5,242
+3,043
+138% +$716K 0.91% 25
2021
Q4
$573K Buy
2,199
+8
+0.4% +$2.09K 0.41% 39
2021
Q3
$514K Hold
2,191
0.39% 44
2021
Q2
$507K Buy
2,191
+1
+0% +$231 0.39% 44
2021
Q1
$454K Hold
2,190
0.38% 48
2020
Q4
$446K Sell
2,190
-300
-12% -$61.1K 0.41% 43
2020
Q3
$462K Buy
2,490
+1
+0% +$186 0.49% 41
2020
Q2
$407K Buy
2,489
+1
+0% +$164 0.47% 40
2020
Q1
$316K Hold
2,488
0.36% 52
2019
Q4
$362K Buy
+2,488
New +$362K 0.34% 55