Sowell Financial Services’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 | $257K | Buy |
+1,144
| New | +$257K | 0.01% | 862 |
|
|
2021
Q2 | – | Sell |
-738
| Closed | -$109K | – | 1849 |
|
|
2021
Q1 | $109K | Buy |
738
+117
| +19% | +$17.3K | ﹤0.01% | 1334 |
|
|
2020
Q4 | $83K | Hold |
621
| – | – | ﹤0.01% | 1220 |
|
|
2020
Q3 | $74K | Hold |
621
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q2 | $68K | Hold |
621
| – | – | ﹤0.01% | 1085 |
|
|
2020
Q1 | $56K | Sell |
621
-827
| -57% | -$74.6K | ﹤0.01% | 1016 |
|
|
2019
Q4 | $162K | Buy |
1,448
+84
| +6% | +$9.4K | 0.01% | 779 |
|
|
2019
Q3 | $141K | Buy |
+1,364
| New | +$141K | 0.01% | 737 |
|