Southern Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,443
| Closed | -$1.59M | – | 57 |
|
|
2021
Q3 | $1.59M | Hold |
10,443
| – | – | 0.47% | 36 |
|
|
2021
Q2 | $1.65M | Buy |
10,443
+64
| +0.6% | +$10.1K | 0.47% | 36 |
|
|
2021
Q1 | $1.46M | Hold |
10,379
| – | – | 0.48% | 36 |
|
|
2020
Q4 | $1.39M | Buy |
10,379
+47
| +0.5% | +$6.27K | 0.53% | 34 |
|
|
2020
Q3 | $1.24M | Buy |
10,332
+78
| +0.8% | +$9.35K | 0.46% | 34 |
|
|
2020
Q2 | $1.12M | Buy |
10,254
+53
| +0.5% | +$5.8K | 0.22% | 34 |
|
|
2020
Q1 | $928K | Hold |
10,201
| – | – | 0.19% | 33 |
|
|
2019
Q4 | $1.14M | Buy |
+10,201
| New | +$1.14M | 0.21% | 30 |
|