LWS Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $448K | Buy |
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|
2023
Q3 | $391K | Buy |
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|
2023
Q2 | $405K | Sell |
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|
2023
Q1 | $415K | Sell |
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|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $370K | Hold |
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|
2022
Q2 | $386K | Buy |
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|
2022
Q1 | $500K | Buy |
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|
2021
Q4 | $553K | Buy |
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|
2021
Q3 | $498K | Sell |
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|
2021
Q2 | $525K | Sell |
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|
2021
Q1 | $507K | Buy |
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|
2020
Q4 | $486K | Sell |
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|
2020
Q3 | $452K | Sell |
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|
2020
Q2 | $436K | Sell |
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|
2020
Q1 | $377K | Sell |
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|
2019
Q4 | $466K | Buy |
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