Summit Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $524K | Hold |
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|
2025
Q2 | $483K | Sell |
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|
2025
Q1 | $440K | Hold |
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|
2024
Q4 | $464K | Hold |
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|
2024
Q3 | $451K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $408K | Hold |
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|
2023
Q4 | $370K | Hold |
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|
2023
Q3 | $332K | Hold |
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|
2023
Q2 | $342K | Sell |
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|
2023
Q1 | $343K | Hold |
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|
2022
Q4 | $317K | Buy |
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