Sheets Smith Wealth Management’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
Q3 | $781K | Hold |
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|
2025
Q2 | $720K | Sell |
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|
2025
Q1 | $705K | Buy |
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|
2024
Q4 | $702K | Hold |
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|
2024
Q3 | $682K | Hold |
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|
2024
Q2 | $651K | Buy |
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|
2024
Q1 | $598K | Buy |
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|
2023
Q4 | $508K | Hold |
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|
2023
Q3 | $456K | Hold |
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|
2023
Q2 | $469K | Hold |
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|
2023
Q1 | $429K | Sell |
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|
2022
Q4 | $546K | Buy |
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|
2022
Q3 | $462K | Hold |
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|
2022
Q2 | $488K | Hold |
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|
2022
Q1 | $588K | Hold |
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|
2021
Q4 | $622K | Sell |
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|
2021
Q3 | $594K | Buy |
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|
2021
Q2 | $564K | Hold |
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|
2021
Q1 | $519K | Hold |
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|
2020
Q4 | $494K | Hold |
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|
2020
Q3 | $444K | Hold |
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|
2020
Q2 | $405K | Buy |
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|
2020
Q1 | $309K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $278K | Hold |
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|
2019
Q2 | $273K | Hold |
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|
2019
Q1 | $264K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $221K | Hold |
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|
2018
Q2 | $205K | Sell |
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|
2018
Q1 | $208K | Hold |
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|
2017
Q4 | $211K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $252K | Hold |
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|
2016
Q3 | $243K | Hold |
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|
2016
Q2 | $236K | Hold |
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|
2016
Q1 | $231K | Hold |
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|
2015
Q4 | $230K | Sell |
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|
2015
Q3 | $248K | Hold |
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|
2015
Q2 | $267K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $267K | Hold |
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|
2014
Q3 | $257K | Hold |
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|
2014
Q2 | $254K | Hold |
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|
2014
Q1 | $243K | Sell |
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|
2013
Q4 | $272K | Buy |
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|
2013
Q3 | $218K | Hold |
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|
2013
Q2 | $208K | Buy |
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