SWA
Strategies Wealth Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Hold |
5,616
| – | – | 0.14% | 49 |
|
|
2025
Q1 | $1.13M | Buy |
5,616
+17
| +0.3% | +$3.42K | 0.14% | 49 |
|
|
2024
Q4 | $1.23M | Sell |
5,599
-231
| -4% | -$50.7K | 0.15% | 45 |
|
|
2024
Q3 | $1.2M | Buy |
5,830
+36
| +0.6% | +$7.44K | 0.16% | 37 |
|
|
2024
Q2 | $1.14M | Hold |
5,794
| – | – | 0.17% | 38 |
|
|
2024
Q1 | $1.08M | Buy |
5,794
+17
| +0.3% | +$3.18K | 0.17% | 37 |
|
|
2023
Q4 | $978K | Buy |
5,777
+23
| +0.4% | +$3.89K | 0.17% | 41 |
|
|
2023
Q3 | $874K | Sell |
5,754
-489
| -8% | -$74.3K | 0.17% | 40 |
|
|
2023
Q2 | $977K | Sell |
6,243
-410
| -6% | -$64.1K | 0.2% | 41 |
|
|
2023
Q1 | $952K | Buy |
6,653
+22
| +0.3% | +$3.15K | 0.21% | 40 |
|
|
2022
Q4 | $878K | Buy |
+6,631
| New | +$878K | 0.22% | 42 |
|
|
2022
Q2 | $866K | Sell |
6,570
-1,082
| -14% | -$143K | 0.25% | 45 |
|
|
2022
Q1 | $1.22M | Buy |
+7,652
| New | +$1.22M | 0.33% | 38 |
|