Marshall Financial Group (Maryland)’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $511K | Sell |
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|
2025
Q2 | $533K | Sell |
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|
2025
Q1 | $477K | Sell |
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|
2024
Q4 | $585K | Sell |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.92M | Sell |
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|
2023
Q4 | $4.49M | Sell |
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|
2023
Q3 | $4.03M | Sell |
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|
2023
Q2 | $4.24M | Buy |
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|
2023
Q1 | $3.75M | Buy |
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|
2022
Q4 | $3.41M | Buy |
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|
2022
Q3 | $2.8M | Sell |
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|
2022
Q2 | $2.97M | Buy |
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|
2022
Q1 | $2.34M | Buy |
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|
2021
Q4 | $2.44M | Buy |
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|
2021
Q3 | $2.18M | Buy |
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|
2021
Q2 | $2.09M | Buy |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $1.66M | Buy |
|