SWA
SOA Wealth Advisors’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 | $507K | Hold |
1,385
| – | – | 0.1% | 118 |
|
|
2025
Q1 | $428K | Buy |
1,385
+1
| +0.1% | +$309 | 0.09% | 120 |
|
|
2024
Q4 | $475K | Buy |
1,384
+2
| +0.1% | +$687 | 0.09% | 115 |
|
|
2024
Q3 | $445K | Buy |
1,382
+2
| +0.1% | +$644 | 0.08% | 119 |
|
|
2024
Q2 | $434K | Hold |
1,380
| – | – | 0.09% | 119 |
|
|
2024
Q1 | $396K | Buy |
1,380
+153
| +12% | +$43.9K | 0.08% | 122 |
|
|
2023
Q4 | $318K | Buy |
1,227
+185
| +18% | +$48K | 0.07% | 134 |
|
|
2023
Q3 | $236K | Buy |
1,042
+1
| +0.1% | +$227 | 0.06% | 147 |
|
|
2023
Q2 | $245K | Buy |
1,041
+2
| +0.2% | +$471 | 0.06% | 146 |
|
|
2023
Q1 | $213K | Buy |
1,039
+80
| +8% | +$16.4K | 0.05% | 148 |
|
|
2022
Q4 | $165K | Sell |
959
-75
| -7% | -$12.9K | 0.04% | 169 |
|
|
2022
Q3 | $180K | Hold |
1,034
| – | – | 0.05% | 151 |
|
|
2022
Q2 | $187K | Buy |
1,034
+121
| +13% | +$21.9K | 0.06% | 150 |
|
|
2022
Q1 | $215K | Buy |
913
+905
| +11,313% | +$213K | 0.05% | 154 |
|
|
2021
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 782 |
|