MGWA
Monument Group Wealth Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Hold |
1,654
| – | – | 0.23% | 29 |
|
|
2025
Q1 | $333K | Hold |
1,654
| – | – | 0.23% | 31 |
|
|
2024
Q4 | $352K | Buy |
1,654
+5
| +0.3% | +$1.06K | 0.25% | 29 |
|
|
2024
Q3 | $341K | Buy |
1,649
+9
| +0.5% | +$1.86K | 0.2% | 31 |
|
|
2024
Q2 | $323K | Hold |
1,640
| – | – | 0.22% | 32 |
|
|
2024
Q1 | $306K | Buy |
1,640
+6
| +0.4% | +$1.12K | 0.23% | 36 |
|
|
2023
Q4 | $277K | Buy |
+1,634
| New | +$277K | 0.24% | 33 |
|