Sax Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Hold |
974
| – | – | 0.02% | 310 |
|
|
2025
Q1 | $301K | Hold |
974
| – | – | 0.02% | 297 |
|
|
2024
Q4 | $334K | Buy |
974
+1
| +0.1% | +$343 | 0.03% | 252 |
|
|
2024
Q3 | $313K | Buy |
+973
| New | +$313K | 0.03% | 218 |
|
|
2024
Q2 | – | Sell |
-972
| Closed | -$279K | – | 280 |
|
|
2024
Q1 | $279K | Hold |
972
| – | – | 0.03% | 152 |
|
|
2023
Q4 | $252K | Hold |
972
| – | – | 0.04% | 162 |
|
|
2023
Q3 | $220K | Buy |
972
+16
| +2% | +$3.63K | 0.04% | 167 |
|
|
2023
Q2 | $225K | Sell |
956
-226
| -19% | -$53.2K | 0.04% | 156 |
|
|
2023
Q1 | $242K | Buy |
1,182
+1
| +0.1% | +$204 | 0.05% | 151 |
|
|
2022
Q4 | $203K | Buy |
1,181
+1
| +0.1% | +$172 | 0.05% | 159 |
|
|
2022
Q3 | $206K | Hold |
1,180
| – | – | 0.05% | 150 |
|
|
2022
Q2 | $214K | Hold |
1,180
| – | – | 0.05% | 152 |
|
|
2022
Q1 | $278K | Buy |
1,180
+21
| +2% | +$4.95K | 0.07% | 142 |
|
|
2021
Q4 | $302K | Buy |
1,159
+90
| +8% | +$23.5K | 0.06% | 143 |
|
|
2021
Q3 | $251K | Buy |
1,069
+20
| +2% | +$4.7K | 0.06% | 143 |
|
|
2021
Q2 | $243K | Buy |
1,049
+1
| +0.1% | +$232 | 0.08% | 134 |
|
|
2021
Q1 | $217K | Sell |
1,048
-250
| -19% | -$51.8K | 0.08% | 138 |
|
|
2020
Q4 | $264K | Buy |
+1,298
| New | +$264K | 0.12% | 107 |
|