VA
Valmark Advisers’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Buy |
13,023
+703
| +6% | +$158K | 0.04% | 170 |
|
|
2025
Q1 | $2.48M | Sell |
12,320
-1,752
| -12% | -$353K | 0.04% | 177 |
|
|
2024
Q4 | $2.99M | Hold |
14,072
| – | – | 0.05% | 150 |
|
|
2024
Q3 | $2.91M | Hold |
14,072
| – | – | 0.05% | 145 |
|
|
2024
Q2 | $2.78M | Hold |
14,072
| – | – | 0.05% | 142 |
|
|
2024
Q1 | $2.63M | Buy |
14,072
+1,329
| +10% | +$248K | 0.05% | 141 |
|
|
2023
Q4 | $2.16M | Hold |
12,743
| – | – | 0.04% | 157 |
|
|
2023
Q3 | $1.94M | Hold |
12,743
| – | – | 0.04% | 146 |
|
|
2023
Q2 | $1.99M | Buy |
12,743
+1,295
| +11% | +$203K | 0.04% | 147 |
|
|
2023
Q1 | $1.64M | Buy |
11,448
+5,698
| +99% | +$816K | 0.04% | 165 |
|
|
2022
Q4 | $761K | Buy |
+5,750
| New | +$761K | 0.02% | 244 |
|
|
2022
Q2 | – | Sell |
-20,178
| Closed | -$3.21M | – | 423 |
|
|
2022
Q1 | $3.21M | Buy |
+20,178
| New | +$3.21M | 0.06% | 93 |
|