SHJ
Sharkey, Howes & Javer’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
10,722
-491
| -4% | -$180K | 0.53% | 37 |
|
|
2025
Q1 | $3.46M | Sell |
11,213
-6,014
| -35% | -$1.86M | 0.5% | 42 |
|
|
2024
Q4 | $5.92M | Sell |
17,227
-370
| -2% | -$127K | 0.83% | 25 |
|
|
2024
Q3 | $5.67M | Sell |
17,597
-523
| -3% | -$168K | 0.81% | 25 |
|
|
2024
Q2 | $5.69M | Sell |
18,120
-31
| -0.2% | -$9.74K | 0.92% | 22 |
|
|
2024
Q1 | $5.2M | Sell |
18,151
-96
| -0.5% | -$27.5K | 0.85% | 22 |
|
|
2023
Q4 | $4.74M | Buy |
18,247
+251
| +1% | +$65.1K | 0.84% | 23 |
|
|
2023
Q3 | $4.08M | Sell |
17,996
-2,124
| -11% | -$482K | 0.78% | 29 |
|
|
2023
Q2 | $4.73M | Sell |
20,120
-1,775
| -8% | -$418K | 0.9% | 22 |
|
|
2023
Q1 | $4.48M | Sell |
21,895
-1,483
| -6% | -$303K | 0.96% | 23 |
|
|
2022
Q4 | $4.02M | Sell |
23,378
-24,554
| -51% | -$4.23M | 0.92% | 25 |
|
|
2022
Q3 | $8.35M | Sell |
47,932
-7,481
| -14% | -$1.3M | 1.82% | 13 |
|
|
2022
Q2 | $10.1M | Sell |
55,413
-9,822
| -15% | -$1.78M | 2.44% | 10 |
|
|
2022
Q1 | $15.4M | Buy |
65,235
+8,010
| +14% | +$1.89M | 3.52% | 7 |
|
|
2021
Q4 | $14.9M | Buy |
57,225
+298
| +0.5% | +$77.7K | 3.37% | 7 |
|
|
2021
Q3 | $13.4M | Sell |
56,927
-5,301
| -9% | -$1.24M | 3.46% | 8 |
|
|
2021
Q2 | $14.4M | Sell |
62,228
-2,873
| -4% | -$665K | 3.82% | 8 |
|
|
2021
Q1 | $13.5M | Sell |
65,101
-71,498
| -52% | -$14.8M | 4.21% | 7 |
|
|
2020
Q4 | $27.8M | Buy |
136,599
+12,991
| +11% | +$2.65M | 9.29% | 3 |
|
|
2020
Q3 | $22.9M | Buy |
123,608
+13,109
| +12% | +$2.43M | 8.71% | 3 |
|
|
2020
Q2 | $18.1M | Buy |
+110,499
| New | +$18.1M | 7.98% | 3 |
|