RIS
Retirement Income Solutions’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 | $532K | Sell |
1,454
-30
| -2% | -$11K | 0.1% | 81 |
|
|
2025
Q1 | $458K | Sell |
1,484
-15
| -1% | -$4.63K | 0.1% | 77 |
|
|
2024
Q4 | $515K | Buy |
1,499
+603
| +67% | +$207K | 0.1% | 73 |
|
|
2024
Q3 | $288K | Sell |
896
-309
| -26% | -$99.5K | 0.07% | 109 |
|
|
2024
Q2 | $379K | Hold |
1,205
| – | – | 0.09% | 85 |
|
|
2024
Q1 | $345K | Buy |
1,205
+225
| +23% | +$64.5K | 0.08% | 101 |
|
|
2023
Q4 | $254K | Buy |
+980
| New | +$254K | 0.06% | 116 |
|