LWM
LongView Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Hold |
6,590
| – | – | 0.45% | 51 |
|
|
2025
Q1 | $1.33M | Sell |
6,590
-97
| -1% | -$19.5K | 0.4% | 57 |
|
|
2024
Q4 | $1.42M | Sell |
6,687
-179
| -3% | -$38.1K | 0.43% | 52 |
|
|
2024
Q3 | $1.42M | Buy |
6,866
+7
| +0.1% | +$1.45K | 0.45% | 53 |
|
|
2024
Q2 | $1.35M | Buy |
6,859
+353
| +5% | +$69.6K | 0.5% | 47 |
|
|
2024
Q1 | $1.22M | Buy |
6,506
+78
| +1% | +$14.6K | 0.48% | 48 |
|
|
2023
Q4 | $1.09M | Buy |
+6,428
| New | +$1.09M | 0.48% | 48 |
|