Summit Wealth Partners’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Hold |
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|
2025
Q1 | $621K | Hold |
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|
2024
Q4 | $691K | Sell |
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|
2024
Q3 | $658K | Hold |
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|
2024
Q2 | $642K | Hold |
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|
2024
Q1 | $586K | Sell |
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|
2023
Q4 | $552K | Hold |
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|
2023
Q3 | $482K | Hold |
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|
2023
Q2 | $500K | Hold |
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|
2023
Q1 | $435K | Buy |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $494K | Buy |
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|
2021
Q4 | $490K | Buy |
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|
2021
Q3 | $430K | Hold |
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|
2021
Q2 | $423K | Buy |
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|
2021
Q1 | $375K | Hold |
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|
2020
Q4 | $369K | Sell |
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|
2020
Q3 | $382K | Buy |
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|
2020
Q2 | $254K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $226K | Buy |
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