Sonoma Private Wealth’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
Q2 | $634K | Hold |
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|
2025
Q1 | $567K | Sell |
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|
2024
Q4 | $659K | Sell |
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|
2024
Q3 | $752K | Hold |
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|
2024
Q2 | $718K | Hold |
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|
2024
Q1 | $680K | Sell |
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|
2023
Q4 | $703K | Sell |
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|
2023
Q3 | $633K | Buy |
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|
2023
Q2 | $651K | Sell |
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|
2023
Q1 | $602K | Buy |
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|
2022
Q4 | $549K | Buy |
|