Panoramic Investment Advisors’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 | $270K | Sell |
1,200
-150
| -11% | -$33.7K | 0.17% | 98 |
|
|
2025
Q1 | $272K | Hold |
1,350
| – | – | 0.18% | 93 |
|
|
2024
Q4 | $287K | Hold |
1,350
| – | – | 0.19% | 92 |
|
|
2024
Q3 | $279K | Buy |
+1,350
| New | +$279K | 0.19% | 93 |
|
|
2024
Q1 | $262K | Sell |
1,400
-100
| -7% | -$18.7K | 0.19% | 95 |
|
|
2023
Q4 | $254K | Hold |
1,500
| – | – | 0.22% | 91 |
|
|
2023
Q3 | $228K | Buy |
+1,500
| New | +$228K | 0.21% | 90 |
|
|
2022
Q4 | $232K | Buy |
+1,750
| New | +$232K | 0.24% | 84 |
|