Steward Partners Investment Advisory’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
Q3 | $2.61M | Buy |
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|
2025
Q2 | $1.87M | Buy |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $1.75M | Buy |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.17M | Hold |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.05M | Hold |
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|
2023
Q1 | $962K | Buy |
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|
2022
Q4 | $831K | Sell |
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|
2022
Q3 | $787K | Buy |
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|
2022
Q2 | $676K | Buy |
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|
2022
Q1 | $793K | Sell |
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|
2021
Q4 | $838K | Buy |
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|
2021
Q3 | $728K | Sell |
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|
2021
Q2 | $782K | Sell |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $669K | Buy |
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|
2020
Q3 | $539K | Buy |
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|
2020
Q2 | $108K | Sell |
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|
2020
Q1 | $892K | Sell |
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|
2019
Q4 | $1.12M | Sell |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $1.11M | Buy |
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|
2019
Q1 | $1.05M | Sell |
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|
2018
Q4 | $944K | Buy |
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|
2018
Q3 | $40K | Hold |
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|
2018
Q2 | $38K | Hold |
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|
2018
Q1 | $36K | Hold |
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|
2017
Q4 | $36K | Hold |
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|
2017
Q3 | $34K | Hold |
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|
2017
Q2 | $33K | Hold |
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|
2017
Q1 | $32K | Buy |
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