Physician Wealth 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 | $8.91M | Buy |
39,603
+1,724
| +5% | +$388K | 1.4% | 20 |
|
|
2025
Q1 | $7.63M | Buy |
37,879
+4,267
| +13% | +$859K | 1.31% | 19 |
|
|
2024
Q4 | $7.15M | Buy |
33,612
+928
| +3% | +$197K | 1.21% | 21 |
|
|
2024
Q3 | $6.81M | Buy |
32,684
+6
| +0% | +$1.25K | 1.23% | 22 |
|
|
2024
Q2 | $6.68M | Buy |
32,678
+1,420
| +5% | +$290K | 1.23% | 22 |
|
|
2024
Q1 | $5.65M | Buy |
31,258
+530
| +2% | +$95.8K | 1.19% | 22 |
|
|
2023
Q4 | $5.32M | Buy |
30,728
+388
| +1% | +$67.2K | 1.19% | 22 |
|
|
2023
Q3 | $4.67M | Buy |
30,340
+695
| +2% | +$107K | 1.2% | 21 |
|
|
2023
Q2 | $4.64M | Sell |
29,645
-179
| -0.6% | -$28K | 1.15% | 23 |
|
|
2023
Q1 | $4.33M | Buy |
29,824
+276
| +0.9% | +$40K | 1.14% | 23 |
|
|
2022
Q4 | $4.09M | Buy |
29,548
+794
| +3% | +$110K | 1.1% | 23 |
|
|
2022
Q3 | $3.78M | Buy |
28,754
+949
| +3% | +$125K | 1.16% | 22 |
|
|
2022
Q2 | $3.99M | Buy |
27,805
+327
| +1% | +$46.9K | 1.16% | 19 |
|
|
2022
Q1 | $4.12M | Buy |
27,478
+8,648
| +46% | +$1.3M | 1.09% | 20 |
|
|
2021
Q4 | $3.1M | Buy |
18,830
+1,961
| +12% | +$323K | 0.81% | 27 |
|
|
2021
Q3 | $2.67M | Buy |
16,869
+1,312
| +8% | +$208K | 0.74% | 30 |
|
|
2021
Q2 | $2.42M | Buy |
15,557
+882
| +6% | +$137K | 0.69% | 32 |
|
|
2021
Q1 | $2.11M | Buy |
14,675
+722
| +5% | +$104K | 0.69% | 31 |
|
|
2020
Q4 | $1.94M | Buy |
13,953
+2,637
| +23% | +$367K | 0.66% | 31 |
|
|
2020
Q3 | $1.33M | Buy |
11,316
+1,839
| +19% | +$216K | 0.53% | 36 |
|
|
2020
Q2 | $1.13M | Buy |
9,477
+627
| +7% | +$74.6K | 0.45% | 40 |
|
|
2020
Q1 | $874K | Sell |
8,850
-2,484
| -22% | -$245K | 0.44% | 43 |
|
|
2019
Q4 | $1.29M | Buy |
11,334
+559
| +5% | +$63.8K | 0.58% | 34 |
|
|
2019
Q3 | $1.17M | Buy |
+10,775
| New | +$1.17M | 0.57% | 34 |
|