Mosaic Family Wealth Partners’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $659K | Hold |
2,928
| – | – | 0.08% | 113 |
|
2025
Q1 | $590K | Hold |
2,928
| – | – | 0.08% | 121 |
|
2024
Q4 | $623K | Hold |
2,928
| – | – | 0.09% | 109 |
|
2024
Q3 | $605K | Hold |
2,928
| – | – | 0.09% | 109 |
|
2024
Q2 | $578K | Hold |
2,928
| – | – | 0.09% | 107 |
|
2024
Q1 | $547K | Hold |
2,928
| – | – | 0.09% | 112 |
|
2023
Q4 | $496K | Hold |
2,928
| – | – | 0.09% | 113 |
|
2023
Q3 | $445K | Hold |
2,928
| – | – | 0.09% | 110 |
|
2023
Q2 | $458K | Hold |
2,928
| – | – | 0.09% | 109 |
|
2023
Q1 | $419K | Hold |
2,928
| – | – | 0.09% | 112 |
|
2022
Q4 | $388K | Buy |
+2,928
| New | +$388K | 0.11% | 118 |
|