Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $791K | Buy |
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|
2024
Q3 | $767K | Buy |
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|
2024
Q2 | $728K | Hold |
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|
2024
Q1 | $690K | Buy |
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|
2023
Q4 | $623K | Buy |
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|
2023
Q3 | $557K | Buy |
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|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $522K | Sell |
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|
2022
Q4 | $572K | Buy |
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|
2022
Q3 | $536K | Hold |
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|
2022
Q2 | $566K | Buy |
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|
2022
Q1 | $681K | Buy |
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|
2021
Q4 | $718K | Sell |
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|
2021
Q3 | $700K | Hold |
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|
2021
Q2 | $700K | Buy |
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|
2021
Q1 | $642 | Buy |
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|
2020
Q4 | $609K | Buy |
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|
2020
Q3 | $545K | Buy |
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|
2020
Q2 | $496K | Buy |
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|
2020
Q1 | $410K | Buy |
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|
2019
Q4 | $501K | Buy |
|