Shepherd Financial Partners’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Hold |
1,059
| – | – | 0.04% | 174 |
|
|
2025
Q1 | $327K | Hold |
1,059
| – | – | 0.04% | 177 |
|
|
2024
Q4 | $364K | Sell |
1,059
-19
| -2% | -$6.53K | 0.04% | 164 |
|
|
2024
Q3 | $347K | Buy |
1,078
+19
| +2% | +$6.12K | 0.04% | 166 |
|
|
2024
Q2 | $333K | Hold |
1,059
| – | – | 0.04% | 172 |
|
|
2024
Q1 | $304K | Hold |
1,059
| – | – | 0.04% | 180 |
|
|
2023
Q4 | $275K | Buy |
+1,059
| New | +$275K | 0.04% | 183 |
|