PWM
Prosperity Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
7,554
-2,327
| -24% | -$852K | 1.03% | 20 |
|
|
2025
Q1 | $3.05M | Buy |
9,881
+269
| +3% | +$83.1K | 1.43% | 13 |
|
|
2024
Q4 | $3.3M | Buy |
9,612
+1,033
| +12% | +$355K | 1.36% | 12 |
|
|
2024
Q3 | $2.76M | Buy |
8,579
+2,457
| +40% | +$791K | 1.1% | 12 |
|
|
2024
Q2 | $1.92M | Buy |
6,122
+1,263
| +26% | +$397K | 0.94% | 16 |
|
|
2024
Q1 | $1.39M | Buy |
4,859
+2,138
| +79% | +$613K | 0.66% | 28 |
|
|
2023
Q4 | $706K | Sell |
2,721
-584
| -18% | -$152K | 0.46% | 34 |
|
|
2023
Q3 | $750K | Buy |
+3,305
| New | +$750K | 0.48% | 36 |
|