United Capital Financial Advisors’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 | $3.37M | Buy |
9,200
+197
| +2% | +$72.1K | 0.03% | 337 |
|
|
2025
Q1 | $2.78M | Sell |
9,003
-42
| -0.5% | -$13K | 0.02% | 359 |
|
|
2024
Q4 | $3.11M | Buy |
9,045
+12
| +0.1% | +$4.12K | 0.03% | 335 |
|
|
2024
Q3 | $2.91M | Sell |
9,033
-1,498
| -14% | -$482K | 0.02% | 347 |
|
|
2024
Q2 | $3.31M | Buy |
10,531
+526
| +5% | +$165K | 0.03% | 324 |
|
|
2024
Q1 | $2.87M | Sell |
10,005
-226
| -2% | -$64.8K | 0.02% | 362 |
|
|
2023
Q4 | $2.66M | Sell |
10,231
-235
| -2% | -$61K | 0.02% | 372 |
|
|
2023
Q3 | $2.37M | Sell |
10,466
-148
| -1% | -$33.6K | 0.02% | 402 |
|
|
2023
Q2 | $2.5M | Sell |
10,614
-199
| -2% | -$46.8K | 0.01% | 411 |
|
|
2023
Q1 | $2.21M | Sell |
10,813
-1,121
| -9% | -$229K | 0.01% | 432 |
|
|
2022
Q4 | $2.05M | Sell |
11,934
-303
| -2% | -$52.1K | 0.01% | 476 |
|
|
2022
Q3 | $2.13M | Sell |
12,237
-718
| -6% | -$125K | 0.01% | 462 |
|
|
2022
Q2 | $2.35M | Sell |
12,955
-264
| -2% | -$48K | 0.01% | 462 |
|
|
2022
Q1 | $3.11M | Sell |
13,219
-3,098
| -19% | -$729K | 0.02% | 440 |
|
|
2021
Q4 | $4.26M | Sell |
16,317
-3,080
| -16% | -$803K | 0.02% | 396 |
|
|
2021
Q3 | $4.55M | Buy |
19,397
+335
| +2% | +$78.7K | 0.02% | 388 |
|
|
2021
Q2 | $4.41M | Buy |
19,062
+2,332
| +14% | +$540K | 0.02% | 392 |
|
|
2021
Q1 | $3.46M | Buy |
16,730
+467
| +3% | +$96.7K | 0.02% | 409 |
|
|
2020
Q4 | $3.31M | Sell |
16,263
-495
| -3% | -$101K | 0.02% | 412 |
|
|
2020
Q3 | $3.11M | Sell |
16,758
-2,028
| -11% | -$376K | 0.02% | 421 |
|
|
2020
Q2 | $3.07M | Sell |
18,786
-2,721
| -13% | -$445K | 0.02% | 437 |
|
|
2020
Q1 | $2.73M | Sell |
21,507
-2,268
| -10% | -$288K | 0.02% | 440 |
|
|
2019
Q4 | $3.46M | Buy |
23,775
+489
| +2% | +$71.2K | 0.02% | 486 |
|
|
2019
Q3 | $3.09M | Sell |
23,286
-5,189
| -18% | -$688K | 0.02% | 503 |
|
|
2019
Q2 | $3.69M | Buy |
28,475
+4,047
| +17% | +$524K | 0.02% | 476 |
|
|
2019
Q1 | $3.04M | Buy |
24,428
+529
| +2% | +$65.8K | 0.02% | 505 |
|
|
2018
Q4 | $2.56M | Buy |
+23,899
| New | +$2.56M | 0.02% | 505 |
|