LWS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $448K | Buy |
1,726
+4
| +0.2% | +$1.04K | 0.17% | 49 |
|
|
2023
Q3 | $391K | Buy |
1,722
+1
| +0.1% | +$227 | 0.17% | 43 |
|
|
2023
Q2 | $405K | Sell |
1,721
-306
| -15% | -$72K | 0.17% | 43 |
|
|
2023
Q1 | $415K | Sell |
2,027
-66
| -3% | -$13.5K | 0.17% | 43 |
|
|
2022
Q4 | $360K | Sell |
2,093
-31
| -1% | -$5.33K | 0.15% | 45 |
|
|
2022
Q3 | $370K | Hold |
2,124
| – | – | 0.14% | 48 |
|
|
2022
Q2 | $386K | Buy |
2,124
+1
| +0% | +$182 | 0.18% | 48 |
|
|
2022
Q1 | $500K | Buy |
2,123
+1
| +0% | +$236 | 0.21% | 39 |
|
|
2021
Q4 | $553K | Buy |
2,122
+1
| +0% | +$261 | 0.23% | 38 |
|
|
2021
Q3 | $498K | Sell |
2,121
-150
| -7% | -$35.2K | 0.22% | 37 |
|
|
2021
Q2 | $525K | Sell |
2,271
-180
| -7% | -$41.6K | 0.23% | 37 |
|
|
2021
Q1 | $507K | Buy |
2,451
+64
| +3% | +$13.2K | 0.23% | 39 |
|
|
2020
Q4 | $486K | Sell |
2,387
-53
| -2% | -$10.8K | 0.22% | 40 |
|
|
2020
Q3 | $452K | Sell |
2,440
-226
| -8% | -$41.9K | 0.22% | 39 |
|
|
2020
Q2 | $436K | Sell |
2,666
-303
| -10% | -$49.6K | 0.23% | 38 |
|
|
2020
Q1 | $377K | Sell |
2,969
-228
| -7% | -$29K | 0.25% | 41 |
|
|
2019
Q4 | $466K | Buy |
+3,197
| New | +$466K | 0.24% | 39 |
|