Mosaic Family Wealth Partners’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$712K Hold
2025
Q2
$659K Hold
2025
Q1
$590K Hold
2024
Q4
$623K Hold
2024
Q3
$605K Hold
2024
Q2
$578K Hold
2024
Q1
$547K Hold
2023
Q4
$496K Hold
2023
Q3
$445K Hold
2023
Q2
$458K Hold
2023
Q1
$419K Hold
2022
Q4
$388K Buy