TIAM2
Tru Independence Asset Management 2’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,633
| Closed | -$215K | – | 78 |
|
|
2022
Q2 | $215K | Sell |
1,633
-147
| -8% | -$19.4K | 0.18% | 60 |
|
|
2022
Q1 | $283K | Sell |
1,780
-463
| -21% | -$73.6K | 0.16% | 72 |
|
|
2021
Q4 | $377K | Buy |
2,243
+14
| +0.6% | +$2.35K | 0.2% | 84 |
|
|
2021
Q3 | $340K | Hold |
2,229
| – | – | 0.24% | 75 |
|
|
2021
Q2 | $339K | Buy |
2,229
+7
| +0.3% | +$1.07K | 0.23% | 86 |
|
|
2021
Q1 | $312K | Sell |
2,222
-138
| -6% | -$19.4K | 0.25% | 81 |
|
|
2020
Q4 | $315K | Buy |
+2,360
| New | +$315K | 0.27% | 77 |
|