Summit Financial’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
$308K Hold
841
0.01% 676
2025
Q1
$260K Sell
841
-1,415
-63% -$437K 0.01% 643
2024
Q4
$775K Buy
2,256
+33
+1% +$11.3K 0.03% 367
2024
Q3
$716K Buy
2,223
+1
+0% +$322 0.03% 312
2024
Q2
$699K Buy
+2,222
New +$699K 0.03% 275
2022
Q2
Sell
-1,142
Closed -$269K 246
2022
Q1
$269K Buy
1,142
+1
+0.1% +$235 0.02% 222
2021
Q4
$297K Buy
1,141
+3
+0.3% +$782 0.02% 214
2021
Q3
$268K Hold
1,138
0.02% 198
2021
Q2
$263K Buy
1,138
+33
+3% +$7.64K 0.03% 147
2021
Q1
$229K Buy
1,105
+1
+0.1% +$207 0.03% 53
2020
Q4
$225K Buy
+1,104
New +$225K 0.03% 51