Schechter Investment Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$307K Hold
995
0.03% 470
2024
Q4
$342K Sell
995
-151
-13% -$51.9K 0.03% 458
2024
Q3
$369K Sell
1,146
-89
-7% -$28.6K 0.03% 454
2024
Q2
$388K Sell
1,235
-2,355
-66% -$740K 0.03% 426
2024
Q1
$1.03M Buy
3,590
+1
+0% +$287 0.08% 239
2023
Q4
$931K Hold
3,589
0.08% 243
2023
Q3
$814K Sell
3,589
-59
-2% -$13.4K 0.08% 254
2023
Q2
$858K Sell
3,648
-14
-0.4% -$3.29K 0.08% 270
2023
Q1
$749K Sell
3,662
-17
-0.5% -$3.48K 0.07% 316
2022
Q4
$633K Buy
3,679
+1
+0% +$172 0.06% 431
2022
Q3
$641K Hold
3,678
0.06% 428
2022
Q2
$668K Sell
3,678
-23
-0.6% -$4.18K 0.07% 422
2022
Q1
$871K Buy
3,701
+220
+6% +$51.8K 0.08% 350
2021
Q4
$908K Buy
+3,481
New +$908K 0.08% 333