River Wealth Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $540K | Hold |
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|
2025
Q2 | $498K | Hold |
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|
2025
Q1 | $446K | Sell |
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|
2024
Q4 | $481K | Sell |
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|
2024
Q3 | $478K | Hold |
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|
2024
Q2 | $456K | Hold |
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|
2024
Q1 | $432K | Hold |
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|
2023
Q4 | $392K | Hold |
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|
2023
Q3 | $351K | Sell |
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|
2023
Q2 | $432K | Hold |
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|
2023
Q1 | $395K | Sell |
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|
2022
Q4 | $675K | Buy |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $353K | Buy |
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|
2022
Q1 | $298K | Sell |
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|
2021
Q4 | $413K | Hold |
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|
2021
Q3 | $374K | Hold |
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|
2021
Q2 | $374K | Sell |
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|
2021
Q1 | $457K | Hold |
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|
2020
Q4 | $435K | Sell |
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|
2020
Q3 | $438K | Buy |
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