Milestone Investment Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.6K | Hold |
176
| – | – | 0.01% | 106 |
|
|
2025
Q1 | $35.4K | Hold |
176
| – | – | 0.01% | 108 |
|
|
2024
Q4 | $37.4K | Hold |
176
| – | – | 0.01% | 108 |
|
|
2024
Q3 | $36.4K | Hold |
176
| – | – | 0.01% | 106 |
|
|
2024
Q2 | $34.7K | Hold |
176
| – | – | 0.01% | 106 |
|
|
2024
Q1 | $32.9K | Hold |
176
| – | – | 0.01% | 104 |
|
|
2023
Q4 | $29.8K | Hold |
176
| – | – | 0.01% | 101 |
|
|
2023
Q3 | $26.7K | Hold |
176
| – | – | 0.01% | 243 |
|
|
2023
Q2 | $27.5K | Hold |
176
| – | – | 0.01% | 94 |
|
|
2023
Q1 | $25.2K | Hold |
176
| – | – | 0.01% | 253 |
|
|
2022
Q4 | $23.3K | Buy |
+176
| New | +$23.3K | 0.01% | 99 |
|