Vertex Planning Partners’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 | $359K | Hold |
980
| – | – | 0.07% | 134 |
|
|
2025
Q1 | $303K | Sell |
980
-8
| -0.8% | -$2.47K | 0.07% | 141 |
|
|
2024
Q4 | $339K | Buy |
988
+8
| +0.8% | +$2.75K | 0.07% | 136 |
|
|
2024
Q3 | $316K | Hold |
980
| – | – | 0.08% | 123 |
|
|
2024
Q2 | $308K | Hold |
980
| – | – | 0.08% | 119 |
|
|
2024
Q1 | $281K | Hold |
980
| – | – | 0.08% | 129 |
|
|
2023
Q4 | $254K | Hold |
980
| – | – | 0.08% | 135 |
|
|
2023
Q3 | $222K | Hold |
980
| – | – | 0.08% | 126 |
|
|
2023
Q2 | $231K | Hold |
980
| – | – | 0.08% | 123 |
|
|
2023
Q1 | $200K | Buy |
+980
| New | +$200K | 0.08% | 120 |
|