Signature Estate & Investment Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Sell
1,638
-427
-21% -$96K 0.01% 414
2025
Q1
$416K Sell
2,065
-56
-3% -$11.3K 0.01% 376
2024
Q4
$451K Buy
2,121
+184
+9% +$39.1K 0.01% 345
2024
Q3
$400K Buy
1,937
+37
+2% +$7.65K 0.01% 358
2024
Q2
$375K Buy
+1,900
New +$375K 0.01% 348
2020
Q3
Sell
-15,861
Closed -$1.74M 153
2020
Q2
$1.74M Sell
15,861
-2,594
-14% -$284K 0.12% 64
2020
Q1
$1.68M Buy
+18,455
New +$1.68M 0.13% 66