Planning Directions’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
$331K Sell
905
-23
-2% -$8.42K 0.19% 59
2025
Q1
$287K Sell
928
-29
-3% -$8.96K 0.12% 101
2024
Q4
$329K Buy
957
+41
+4% +$14.1K 0.19% 59
2024
Q3
$295K Sell
916
-311
-25% -$100K 0.18% 65
2024
Q2
$386K Sell
1,227
-21
-2% -$6.6K 0.26% 50
2024
Q1
$358K Sell
1,248
-34
-3% -$9.75K 0.25% 52
2023
Q4
$333K Sell
1,282
-61
-5% -$15.8K 0.24% 50
2023
Q3
$305K Buy
1,343
+27
+2% +$6.13K 0.23% 49
2023
Q2
$310K Buy
1,316
+1
+0.1% +$236 0.23% 50
2023
Q1
$269K Buy
1,315
+44
+3% +$9K 0.2% 53
2022
Q4
$219K Sell
1,271
-289
-19% -$49.8K 0.17% 64
2022
Q3
$272K Sell
1,560
-71
-4% -$12.4K 0.22% 52
2022
Q2
$296K Buy
1,631
+308
+23% +$55.9K 0.23% 48
2022
Q1
$311K Buy
1,323
+20
+2% +$4.7K 0.22% 54
2021
Q4
$340K Sell
1,303
-13
-1% -$3.39K 0.23% 52
2021
Q3
$309K Buy
1,316
+10
+0.8% +$2.35K 0.22% 51
2021
Q2
$302K Sell
1,306
-134
-9% -$31K 0.22% 54
2021
Q1
$298K Buy
1,440
+81
+6% +$16.8K 0.23% 50
2020
Q4
$277K Sell
1,359
-107
-7% -$21.8K 0.22% 51
2020
Q3
$272K Buy
1,466
+79
+6% +$14.7K 0.24% 48
2020
Q2
$227K Buy
+1,387
New +$227K 0.21% 55