SAM
Summit Asset Management’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 | $236K | Hold |
1,050
| – | – | 0.04% | 152 |
|
|
2025
Q1 | $211K | Hold |
1,050
| – | – | 0.04% | 158 |
|
|
2024
Q4 | $223K | Hold |
1,050
| – | – | 0.04% | 152 |
|
|
2024
Q3 | $217K | Hold |
1,050
| – | – | 0.04% | 158 |
|
|
2024
Q2 | $207K | Buy |
+1,050
| New | +$207K | 0.04% | 153 |
|