Madison Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-997
| Closed | -$259K | – | 125 |
|
|
2023
Q4 | $259K | Hold |
997
| – | – | 0.1% | 101 |
|
|
2023
Q3 | $226K | Hold |
997
| – | – | 0.11% | 82 |
|
|
2023
Q2 | $235K | Hold |
997
| – | – | 0.11% | 84 |
|
|
2023
Q1 | $204K | Buy |
+997
| New | +$204K | 0.1% | 83 |
|
|
2022
Q2 | – | Sell |
-997
| Closed | -$235K | – | 87 |
|
|
2022
Q1 | $235K | Hold |
997
| – | – | 0.13% | 67 |
|
|
2021
Q4 | $260K | Hold |
997
| – | – | 0.13% | 60 |
|
|
2021
Q3 | $234K | Hold |
997
| – | – | 0.13% | 59 |
|
|
2021
Q2 | $231K | Buy |
+997
| New | +$231K | 0.13% | 59 |
|