SFMG 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
Q2 | $292K | Hold |
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|
2025
Q1 | $262K | Hold |
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|
2024
Q4 | $276K | Hold |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $256K | Hold |
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|
2024
Q1 | $243K | Hold |
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|
2023
Q4 | $220K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $213K | Hold |
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|
2022
Q1 | $257K | Hold |
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|
2021
Q4 | $272K | Hold |
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|
2021
Q3 | $246K | Buy |
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