Optivise 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
$528K Buy
1,441
+103
+8% +$37.7K 0.27% 90
2025
Q1
$413K Sell
1,338
-90
-6% -$27.8K 0.23% 94
2024
Q4
$490K Buy
1,428
+219
+18% +$75.2K 0.26% 89
2024
Q3
$389K Sell
1,209
-81
-6% -$26.1K 0.2% 98
2024
Q2
$405K Buy
+1,290
New +$405K 0.22% 98