Perigon Wealth Management’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 | $428K | Buy |
1,170
+32
| +3% | +$11.7K | 0.01% | 718 |
|
|
2025
Q1 | $352K | Hold |
1,138
| – | – | 0.01% | 749 |
|
|
2024
Q4 | $389K | Buy |
1,138
+50
| +5% | +$17.1K | 0.01% | 721 |
|
|
2024
Q3 | $350K | Buy |
+1,088
| New | +$350K | 0.01% | 723 |
|
|
2024
Q1 | – | Sell |
-775
| Closed | -$201K | – | 880 |
|
|
2023
Q4 | $201K | Buy |
+775
| New | +$201K | 0.01% | 787 |
|
|
2021
Q1 | – | Sell |
-739
| Closed | -$151K | – | 809 |
|
|
2020
Q4 | $151K | Buy |
+739
| New | +$151K | 0.02% | 457 |
|
|
2018
Q1 | – | Sell |
-103
| Closed | -$11K | – | 662 |
|
|
2017
Q4 | $11K | Buy |
+103
| New | +$11K | ﹤0.01% | 484 |
|