Strategic Investment Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60M Buy
163,531
+14,875
+10% +$5.46M 5.83% 3
2025
Q1
$45.9M Buy
148,656
+12,011
+9% +$3.71M 4.87% 3
2024
Q4
$46.9M Buy
136,645
+1,329
+1% +$456K 4.98% 3
2024
Q3
$43.6M Buy
135,316
+5,754
+4% +$1.85M 4.77% 4
2024
Q2
$40.7M Buy
129,562
+4,510
+4% +$1.42M 4.96% 5
2024
Q1
$35.8M Sell
125,052
-1,736
-1% -$498K 4.6% 5
2023
Q4
$32.9M Buy
126,788
+684
+0.5% +$178K 4.75% 4
2023
Q3
$28.6M Sell
126,104
-128,010
-50% -$29M 4.71% 5
2023
Q2
$59.8M Buy
254,114
+129,603
+104% +$30.5M 8.3% 2
2023
Q1
$25.5M Buy
124,511
+11,614
+10% +$2.38M 4.61% 4
2022
Q4
$19.4M Buy
112,897
+21,892
+24% +$3.77M 4.03% 5
2022
Q3
$15.9M Buy
91,005
+18,412
+25% +$3.21M 3.57% 7
2022
Q2
$13.2M Buy
72,593
+3,647
+5% +$663K 2.64% 9
2022
Q1
$16.2M Sell
68,946
-666
-1% -$157K 3.07% 7
2021
Q4
$18.2M Buy
69,612
+329
+0.5% +$85.8K 3.51% 6
2021
Q3
$16.3M Buy
69,283
+1,438
+2% +$338K 3.57% 4
2021
Q2
$15.7M Sell
67,845
-132
-0.2% -$30.5K 3.59% 4
2021
Q1
$14.1M Buy
67,977
+1,137
+2% +$235K 3.65% 3
2020
Q4
$13.6M Buy
66,840
+47,673
+249% +$9.71M 3.93% 2
2020
Q3
$3.56M Buy
19,167
+2,053
+12% +$381K 1.2% 22
2020
Q2
$2.8M Sell
17,114
-207
-1% -$33.8K 1.06% 28
2020
Q1
$2.2M Buy
17,321
+3,623
+26% +$460K 1.01% 30
2019
Q4
$2M Buy
13,698
+4,297
+46% +$626K 0.82% 31
2019
Q3
$1.25M Buy
9,401
+294
+3% +$39K 0.6% 38
2019
Q2
$1.2M Buy
+9,107
New +$1.2M 0.65% 40