Peak Financial Advisors’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
2022
Q1
Sell
-24,959
Closed -$6.51M 98
2021
Q4
$6.51M Buy
24,959
+7,455
+43% +$1.94M 5.02% 4
2021
Q3
$4.11M Buy
17,504
+8,390
+92% +$1.97M 3.61% 6
2021
Q2
$2.11M Buy
+9,114
New +$2.11M 1.81% 17