Venturi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Hold |
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|
2025
Q2 | $1.1M | Hold |
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|
2025
Q1 | $982K | Hold |
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|
2024
Q4 | $1.04M | Hold |
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|
2024
Q3 | $1.01M | Hold |
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|
2024
Q2 | $962K | Hold |
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|
2024
Q1 | $911K | Hold |
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|
2023
Q4 | $825K | Hold |
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|
2023
Q3 | $740K | Hold |
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|
2023
Q2 | $763K | Hold |
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|
2023
Q1 | $698K | Hold |
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|
2022
Q4 | $645K | Hold |
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|
2022
Q3 | $608K | Hold |
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|
2022
Q2 | $643K | Hold |
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|
2022
Q1 | $775K | Buy |
|