TrinityPoint Wealth’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
2024
Q4
$233K Buy
2024
Q3
$204K Buy
2022
Q2
Sell
2022
Q1
$224K Sell
2021
Q4
$240K Sell
2021
Q3
$237K Sell
2021
Q2
$242K Sell
2021
Q1
$265K Buy
2020
Q4
$259K Sell
2020
Q3
$238K Sell
2020
Q2
$223K Buy
2020
Q1
Sell
2019
Q4
$244K Buy
2019
Q3
$232K Buy
2019
Q2
$227K Sell
2019
Q1
$279K Buy
2018
Q4
$228K Buy