One Wealth Management Investment & Advisory Services’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
Q2 | $233K | Sell |
636
-32
| -5% | -$11.7K | 0.3% | 44 |
|
2025
Q1 | $206K | Sell |
668
-1
| -0.1% | -$309 | 0.34% | 44 |
|
2024
Q4 | $230K | Hold |
669
| – | – | 0.36% | 39 |
|
2024
Q3 | $215K | Sell |
669
-46
| -6% | -$14.8K | 0.38% | 39 |
|
2024
Q2 | $225K | Hold |
715
| – | – | 0.09% | 114 |
|
2024
Q1 | $205K | Sell |
715
-607
| -46% | -$174K | 0.08% | 130 |
|
2023
Q4 | $343K | Buy |
+1,322
| New | +$343K | 0.15% | 87 |
|