RWM
Revisor Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
2,532
-2,123
| -46% | -$483K | 0.21% | 111 |
|
|
2025
Q1 | $937K | Buy |
4,655
+2,676
| +135% | +$539K | 0.42% | 47 |
|
|
2024
Q4 | $421K | Buy |
1,979
+335
| +20% | +$71.2K | 0.39% | 50 |
|
|
2024
Q3 | $340K | Sell |
1,644
-64
| -4% | -$13.2K | 0.21% | 111 |
|
|
2024
Q2 | $337K | Buy |
+1,708
| New | +$337K | 0.23% | 97 |
|