Measured Wealth Private Client Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662K | Sell |
1,808
-29
| -2% | -$10.6K | 0.2% | 75 |
|
|
2025
Q1 | $567K | Hold |
1,837
| – | – | 0.18% | 77 |
|
|
2024
Q4 | $631K | Hold |
1,837
| – | – | 0.2% | 67 |
|
|
2024
Q3 | $592K | Hold |
1,837
| – | – | 0.2% | 66 |
|
|
2024
Q2 | $577K | Hold |
1,837
| – | – | 0.2% | 75 |
|
|
2024
Q1 | $527K | Hold |
1,837
| – | – | 0.18% | 90 |
|
|
2023
Q4 | $477K | Hold |
1,837
| – | – | 0.18% | 97 |
|
|
2023
Q3 | $417K | Sell |
1,837
-83
| -4% | -$18.8K | 0.17% | 98 |
|
|
2023
Q2 | $452K | Hold |
1,920
| – | – | 0.17% | 98 |
|
|
2023
Q1 | $393K | Hold |
1,920
| – | – | 0.15% | 108 |
|
|
2022
Q4 | $330K | Hold |
1,920
| – | – | 0.14% | 104 |
|
|
2022
Q3 | $335K | Hold |
1,920
| – | – | 0.15% | 91 |
|
|
2022
Q2 | $349K | Sell |
1,920
-18
| -0.9% | -$3.27K | 0.15% | 100 |
|
|
2022
Q1 | $456K | Hold |
1,938
| – | – | 0.17% | 77 |
|
|
2021
Q4 | $505K | Hold |
1,938
| – | – | 0.18% | 73 |
|
|
2021
Q3 | $455K | Hold |
1,938
| – | – | 0.18% | 76 |
|
|
2021
Q2 | $448K | Hold |
1,938
| – | – | 0.14% | 90 |
|
|
2021
Q1 | $401K | Hold |
1,938
| – | – | 0.14% | 82 |
|
|
2020
Q4 | $395K | Hold |
1,938
| – | – | 0.16% | 71 |
|
|
2020
Q3 | $359K | Sell |
1,938
-191
| -9% | -$35.4K | 0.17% | 74 |
|
|
2020
Q2 | $348K | Sell |
2,129
-149
| -7% | -$24.4K | 0.2% | 66 |
|
|
2020
Q1 | $290K | Hold |
2,278
| – | – | 0.23% | 64 |
|
|
2019
Q4 | $332K | Buy |
2,278
+1
| +0% | +$146 | 0.22% | 68 |
|
|
2019
Q3 | $302K | Sell |
2,277
-2,557
| -53% | -$339K | 0.2% | 81 |
|
|
2019
Q2 | $626K | Sell |
4,834
-709
| -13% | -$91.8K | 0.36% | 50 |
|
|
2019
Q1 | $689K | Buy |
5,543
+69
| +1% | +$8.58K | 0.42% | 42 |
|
|
2018
Q4 | $586K | Sell |
5,474
-1,194
| -18% | -$128K | 0.53% | 34 |
|
|
2018
Q3 | $855K | Sell |
6,668
-582
| -8% | -$74.6K | 0.51% | 28 |
|
|
2018
Q2 | $862K | Buy |
+7,250
| New | +$862K | 0.7% | 25 |
|
|
2017
Q3 | $1.1M | Buy |
+10,517
| New | +$1.1M | 1.51% | 16 |
|