Summit Investment Advisory Services’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 | – | Sell |
-2,346
| Closed | -$725K | – | 91 |
|
|
2025
Q1 | $725K | Sell |
2,346
-61
| -3% | -$18.8K | 0.36% | 30 |
|
|
2024
Q4 | $826K | Sell |
2,407
-36
| -1% | -$12.4K | 0.43% | 31 |
|
|
2024
Q3 | $786K | Buy |
+2,443
| New | +$786K | 0.42% | 30 |
|
|
2024
Q2 | – | Sell |
-4,062
| Closed | -$1.16M | – | 77 |
|
|
2024
Q1 | $1.16M | Sell |
4,062
-63
| -2% | -$18.1K | 0.69% | 23 |
|
|
2023
Q4 | $1.07M | Buy |
4,125
+39
| +1% | +$10.1K | 0.67% | 23 |
|
|
2023
Q3 | $927K | Buy |
4,086
+489
| +14% | +$111K | 0.69% | 21 |
|
|
2023
Q2 | $847K | Sell |
3,597
-134
| -4% | -$31.5K | 0.56% | 23 |
|
|
2023
Q1 | $763K | Buy |
3,731
+41
| +1% | +$8.39K | 0.54% | 23 |
|
|
2022
Q4 | $635K | Buy |
+3,690
| New | +$635K | 0.77% | 21 |
|