SWA
SFMG Wealth Advisors’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 | $292K | Hold |
1,300
| – | – | 0.02% | 214 |
|
|
2025
Q1 | $262K | Hold |
1,300
| – | – | 0.02% | 218 |
|
|
2024
Q4 | $276K | Hold |
1,300
| – | – | 0.02% | 208 |
|
|
2024
Q3 | $269K | Hold |
1,300
| – | – | 0.02% | 212 |
|
|
2024
Q2 | $256K | Hold |
1,300
| – | – | 0.02% | 212 |
|
|
2024
Q1 | $243K | Hold |
1,300
| – | – | 0.02% | 220 |
|
|
2023
Q4 | $220K | Buy |
+1,300
| New | +$220K | 0.02% | 227 |
|
|
2023
Q3 | – | Sell |
-1,452
| Closed | -$227K | – | 269 |
|
|
2023
Q2 | $227K | Hold |
1,452
| – | – | 0.02% | 211 |
|
|
2023
Q1 | $208K | Buy |
+1,452
| New | +$208K | 0.02% | 228 |
|
|
2022
Q4 | – | Sell |
-1,617
| Closed | -$201K | – | 272 |
|
|
2022
Q3 | $201K | Hold |
1,617
| – | – | 0.02% | 222 |
|
|
2022
Q2 | $213K | Hold |
1,617
| – | – | 0.02% | 226 |
|
|
2022
Q1 | $257K | Hold |
1,617
| – | – | 0.03% | 226 |
|
|
2021
Q4 | $272K | Hold |
1,617
| – | – | 0.03% | 217 |
|
|
2021
Q3 | $246K | Buy |
+1,617
| New | +$246K | 0.03% | 215 |
|