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 |
|