Optivise Advisory Services’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	$639K	Buy	2,839 +166	+6%	+$37.3K	0.33%	78
2025 Q1	$538K	Sell	2,673 -865	-24%	-$174K	0.3%	79
2024 Q4	$752K	Sell	3,538 -9,207	-72%	-$1.96M	0.41%	68
2024 Q3	$2.63M	Buy	12,745 +9,550	+299%	+$1.97M	1.39%	11
2024 Q2	$630K	Buy	+3,195	New	+$630K	0.34%	67