National Wealth Management Group’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
Q1 | $720K | Buy |
2,330
+929
| +66% | +$287K | 0.47% | 51 |
|
|
2024
Q4 | $481K | Buy |
1,401
+245
| +21% | +$84.1K | 0.32% | 73 |
|
|
2024
Q3 | $372K | Buy |
1,156
+19
| +2% | +$6.12K | 0.25% | 95 |
|
|
2024
Q2 | $357K | Sell |
1,137
-276
| -20% | -$86.7K | 0.27% | 81 |
|
|
2024
Q1 | $405K | Sell |
1,413
-4
| -0.3% | -$1.15K | 0.32% | 84 |
|
|
2023
Q4 | $368K | Sell |
1,417
-124
| -8% | -$32.2K | 0.36% | 85 |
|
|
2023
Q3 | $350K | Buy |
1,541
+514
| +50% | +$117K | 0.38% | 87 |
|
|
2023
Q2 | $243K | Sell |
1,027
-104
| -9% | -$24.6K | 0.25% | 112 |
|
|
2023
Q1 | $238K | Sell |
1,131
-112
| -9% | -$23.6K | 0.27% | 117 |
|
|
2022
Q4 | $214K | Sell |
1,243
-761
| -38% | -$131K | 0.26% | 123 |
|
|
2022
Q3 | $349K | Buy |
+2,004
| New | +$349K | 0.45% | 65 |
|
|
2022
Q2 | – | Sell |
-1,090
| Closed | -$257K | – | 127 |
|
|
2022
Q1 | $257K | Sell |
1,090
-2,196
| -67% | -$517K | 0.25% | 93 |
|
|
2021
Q4 | $857K | Buy |
+3,286
| New | +$857K | 0.8% | 38 |
|