Moneta Group Investment 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
2025
Q2
$4.8M Sell
13,120
-149
-1% -$54.6K 0.06% 142
2025
Q1
$4.1M Buy
13,269
+76
+0.6% +$23.5K 0.06% 145
2024
Q4
$4.53M Buy
13,193
+124
+0.9% +$42.6K 0.06% 138
2024
Q3
$4.21M Sell
13,069
-247
-2% -$79.5K 0.06% 139
2024
Q2
$4.18M Sell
13,316
-6,819
-34% -$2.14M 0.07% 136
2024
Q1
$5.77M Sell
20,135
-201
-1% -$57.6K 0.09% 116
2023
Q4
$5.28M Sell
20,336
-107
-0.5% -$27.8K 0.1% 104
2023
Q3
$4.64M Sell
20,443
-32
-0.2% -$7.26K 0.11% 108
2023
Q2
$4.82M Buy
20,475
+4,900
+31% +$1.15M 0.11% 105
2023
Q1
$3.19M Buy
15,575
+1,816
+13% +$371K 0.08% 131
2022
Q4
$2.62M Buy
13,759
+3,506
+34% +$668K 0.07% 131
2022
Q3
$1.79M Sell
10,253
-529
-5% -$92.2K 0.07% 142
2022
Q2
$1.96M Buy
10,782
+8,450
+362% +$1.54M 0.07% 144
2022
Q1
$549K Sell
2,332
-57
-2% -$13.4K 0.02% 282
2021
Q4
$623K Sell
2,389
-90
-4% -$23.5K 0.03% 267
2021
Q3
$582K Buy
2,479
+206
+9% +$48.4K 0.03% 261
2021
Q2
$526K Sell
2,273
-277
-11% -$64.1K 0.02% 278
2021
Q1
$528K Sell
2,550
-7
-0.3% -$1.45K 0.03% 256
2020
Q4
$521K Sell
2,557
-5
-0.2% -$1.02K 0.04% 190
2020
Q3
$475K Sell
2,562
-7
-0.3% -$1.3K 0.04% 172
2020
Q2
$420K Sell
2,569
-154
-6% -$25.2K 0.04% 181
2020
Q1
$346K Buy
2,723
+135
+5% +$17.2K 0.04% 186
2019
Q4
$377K Buy
2,588
+2
+0.1% +$291 0.03% 193
2019
Q3
$343K Sell
2,586
-117
-4% -$15.5K 0.03% 203
2019
Q2
$350K Buy
2,703
+1
+0% +$129 0.03% 183
2019
Q1
$336K Buy
2,702
+1
+0% +$124 0.04% 167
2018
Q4
$289K Sell
2,701
-5
-0.2% -$535 0.03% 176
2018
Q3
$347K Buy
+2,706
New +$347K 0.04% 170