Trevian Wealth Management’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 | $428K | Hold |
1,170
| – | – | 0.26% | 27 |
|
|
2025
Q1 | $361K | Hold |
1,170
| – | – | 0.26% | 23 |
|
|
2024
Q4 | $402K | Buy |
1,170
+1
| +0.1% | +$344 | 0.3% | 23 |
|
|
2024
Q3 | $376K | Buy |
+1,169
| New | +$376K | 0.31% | 23 |
|
|
2024
Q2 | – | Sell |
-1,001
| Closed | -$287K | – | 15 |
|
|
2024
Q1 | $287K | Buy |
1,001
+85
| +9% | +$24.4K | 0.2% | 24 |
|
|
2023
Q4 | $238K | Buy |
+916
| New | +$238K | 0.19% | 28 |
|