SFPM
Sensible Financial Planning & 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 | $14.9M | Buy |
66,210
+1,462
| +2% | +$329K | 2.83% | 10 |
|
|
2025
Q1 | $13M | Buy |
64,748
+9,529
| +17% | +$1.92M | 2.6% | 10 |
|
|
2024
Q4 | $11.7M | Buy |
55,219
+10,548
| +24% | +$2.24M | 2.43% | 11 |
|
|
2024
Q3 | $9.23M | Buy |
44,671
+2,004
| +5% | +$414K | 1.82% | 12 |
|
|
2024
Q2 | $8.42M | Buy |
42,667
+1,910
| +5% | +$377K | 1.82% | 13 |
|
|
2024
Q1 | $7.62M | Buy |
40,757
+896
| +2% | +$167K | 1.68% | 13 |
|
|
2023
Q4 | $6.75M | Buy |
39,861
+346
| +0.9% | +$58.6K | 1.58% | 14 |
|
|
2023
Q3 | $6M | Sell |
39,515
-1,813
| -4% | -$275K | 1.51% | 12 |
|
|
2023
Q2 | $6.47M | Sell |
41,328
-7,883
| -16% | -$1.23M | 1.52% | 12 |
|
|
2023
Q1 | $7.04M | Buy |
49,211
+651
| +1% | +$93.2K | 1.66% | 12 |
|
|
2022
Q4 | $6.43M | Buy |
48,560
+3,785
| +8% | +$501K | 1.6% | 12 |
|
|
2022
Q3 | $5.59M | Buy |
44,775
+2,276
| +5% | +$284K | 1.44% | 12 |
|
|
2022
Q2 | $5.6M | Buy |
42,499
+1,728
| +4% | +$228K | 1.41% | 12 |
|
|
2022
Q1 | $6.48M | Sell |
40,771
-216
| -0.5% | -$34.4K | 1.73% | 12 |
|
|
2021
Q4 | $6.89M | Sell |
40,987
-523
| -1% | -$87.9K | 1.96% | 11 |
|
|
2021
Q3 | $6.33M | Buy |
41,510
+1,845
| +5% | +$281K | 2.06% | 12 |
|
|
2021
Q2 | $6.04M | Buy |
39,665
+105
| +0.3% | +$16K | 2.04% | 12 |
|
|
2021
Q1 | $5.55M | Buy |
39,560
+11,036
| +39% | +$1.55M | 2.04% | 12 |
|
|
2020
Q4 | $3.81M | Buy |
28,524
+2,074
| +8% | +$277K | 1.42% | 14 |
|
|
2020
Q3 | $3.17M | Buy |
26,450
+1,263
| +5% | +$151K | 1.3% | 15 |
|
|
2020
Q2 | $2.76M | Buy |
25,187
+5,054
| +25% | +$553K | 1.18% | 17 |
|
|
2020
Q1 | $1.83M | Buy |
20,133
+5,347
| +36% | +$486K | 0.87% | 18 |
|
|
2019
Q4 | $1.65M | Buy |
14,786
+11,106
| +302% | +$1.24M | 0.7% | 21 |
|
|
2019
Q3 | $379K | Buy |
+3,680
| New | +$379K | 0.16% | 30 |
|