SFPG
Stonebridge Financial Planning Group’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 | $670K | Hold |
1,829
| – | – | 0.28% | 96 |
|
|
2025
Q1 | $565K | Sell |
1,829
-114
| -6% | -$35.2K | 0.26% | 100 |
|
|
2024
Q4 | $667K | Hold |
1,943
| – | – | 0.3% | 91 |
|
|
2024
Q3 | $626K | Buy |
1,943
+178
| +10% | +$57.3K | 0.3% | 93 |
|
|
2024
Q2 | $555K | Sell |
1,765
-66
| -4% | -$20.7K | 0.28% | 97 |
|
|
2024
Q1 | $525K | Sell |
1,831
-75
| -4% | -$21.5K | 0.28% | 97 |
|
|
2023
Q4 | $495K | Sell |
1,906
-85
| -4% | -$22.1K | 0.28% | 91 |
|
|
2023
Q3 | $452K | Sell |
1,991
-155
| -7% | -$35.2K | 0.29% | 89 |
|
|
2023
Q2 | $505K | Sell |
2,146
-160
| -7% | -$37.7K | 0.31% | 75 |
|
|
2023
Q1 | $472K | Sell |
2,306
-3,217
| -58% | -$658K | 0.3% | 83 |
|
|
2022
Q4 | $950K | Sell |
5,523
-6,760
| -55% | -$1.16M | 0.63% | 55 |
|
|
2022
Q3 | $2.14M | Sell |
12,283
-10,164
| -45% | -$1.77M | 1.5% | 19 |
|
|
2022
Q2 | $4.08M | Sell |
22,447
-81
| -0.4% | -$14.7K | 2.77% | 7 |
|
|
2022
Q1 | $5.3M | Sell |
22,528
-597
| -3% | -$141K | 2.97% | 6 |
|
|
2021
Q4 | $5.35M | Buy |
23,125
+531
| +2% | +$123K | 2.81% | 5 |
|
|
2021
Q3 | $5.8M | Buy |
22,594
+209
| +0.9% | +$53.7K | 2.84% | 6 |
|
|
2021
Q2 | $5.33M | Sell |
22,385
-4,132
| -16% | -$983K | 2.82% | 6 |
|
|
2021
Q1 | $5.83M | Sell |
26,517
-619
| -2% | -$136K | 3.41% | 4 |
|
|
2020
Q4 | $5.53M | Buy |
27,136
+1,248
| +5% | +$254K | 3.5% | 4 |
|
|
2020
Q3 | $4.97M | Buy |
25,888
+779
| +3% | +$150K | 3.57% | 3 |
|
|
2020
Q2 | $4.18M | Buy |
25,109
+971
| +4% | +$161K | 3.56% | 3 |
|
|
2020
Q1 | $3.24M | Buy |
24,138
+252
| +1% | +$33.9K | 3.23% | 4 |
|
|
2019
Q4 | $3.48M | Buy |
+23,886
| New | +$3.48M | 3.15% | 4 |
|