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