NWM
NEIRG Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,330
| Closed | -$208K | – | 67 |
|
|
2023
Q2 | $208K | Buy |
+1,330
| New | +$208K | 0.04% | 133 |
|
|
2022
Q2 | – | Sell |
-1,325
| Closed | -$211K | – | 146 |
|
|
2022
Q1 | $211K | Hold |
1,325
| – | – | 0.04% | 130 |
|
|
2021
Q4 | $223K | Buy |
+1,325
| New | +$223K | 0.04% | 114 |
|