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Montag & Associates’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Montag & Associates’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.18M Sell
22,960
-243
-1% -$54.8K 0.25% 90
2025
Q1 		$4.67M Buy
23,203
+243
+1% +$48.9K 0.23% 92
2024
Q4 		$4.88M Buy
+22,960
New +$4.88M 0.23% 91