Lord & Richards Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,517
Closed -$535K 178
2024
Q4
$535K Buy
+2,517
New +$535K 1.13% 32