Resurgent Financial 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 | $226K | Buy |
+1,004
| New | +$226K | 0.12% | 175 |
|
2024
Q1 | – | Sell |
-337
| Closed | -$57K | – | 365 |
|
2023
Q4 | $57K | Sell |
337
-5
| -1% | -$846 | 0.04% | 311 |
|
2023
Q3 | $51.9K | Sell |
342
-20
| -6% | -$3.04K | 0.04% | 321 |
|
2023
Q2 | $56.6K | Sell |
362
-1
| -0.3% | -$156 | 0.04% | 314 |
|
2023
Q1 | $52K | Buy |
363
+1
| +0.3% | +$143 | 0.03% | 323 |
|
2022
Q4 | $47.9K | Buy |
+362
| New | +$47.9K | 0.03% | 429 |
|