Wealthcare Advisory 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 | $2.48M | Buy |
6,781
+810
| +14% | +$297K | 0.06% | 284 |
|
2025
Q1 | $1.84M | Sell |
5,971
-621
| -9% | -$192K | 0.05% | 297 |
|
2024
Q4 | $2.26M | Sell |
6,592
-1,696
| -20% | -$582K | 0.06% | 248 |
|
2024
Q3 | $2.67M | Sell |
8,288
-549
| -6% | -$177K | 0.08% | 221 |
|
2024
Q2 | $2.78M | Buy |
8,837
+2,378
| +37% | +$747K | 0.09% | 193 |
|
2024
Q1 | $1.85M | Sell |
6,459
-1,744
| -21% | -$500K | 0.06% | 245 |
|
2023
Q4 | $2.13M | Buy |
8,203
+2,938
| +56% | +$762K | 0.08% | 187 |
|
2023
Q3 | $1.19M | Buy |
5,265
+1
| +0% | +$227 | 0.05% | 248 |
|
2023
Q2 | $1.24M | Buy |
5,264
+300
| +6% | +$70.6K | 0.06% | 252 |
|
2023
Q1 | $1.02M | Buy |
4,964
+1,472
| +42% | +$301K | 0.04% | 284 |
|
2022
Q4 | $601K | Buy |
3,492
+2,200
| +170% | +$379K | 0.03% | 375 |
|
2022
Q3 | $225K | Sell |
1,292
-233
| -15% | -$40.6K | 0.01% | 549 |
|
2022
Q2 | $277K | Sell |
1,525
-728
| -32% | -$132K | 0.02% | 453 |
|
2022
Q1 | $530K | Sell |
2,253
-3,682
| -62% | -$866K | 0.03% | 302 |
|
2021
Q4 | $1.55M | Buy |
5,935
+2,103
| +55% | +$549K | 0.09% | 135 |
|
2021
Q3 | $900K | Sell |
3,832
-1,716
| -31% | -$403K | 0.06% | 208 |
|
2021
Q2 | $1.28M | Sell |
5,548
-52
| -0.9% | -$12K | 0.09% | 155 |
|
2021
Q1 | $1.16M | Buy |
5,600
+301
| +6% | +$62.4K | 0.08% | 154 |
|
2020
Q4 | $1.08M | Buy |
5,299
+147
| +3% | +$30K | 0.1% | 136 |
|
2020
Q3 | $955K | Buy |
5,152
+889
| +21% | +$165K | 0.1% | 127 |
|
2020
Q2 | $697K | Buy |
4,263
+3,784
| +790% | +$619K | 0.09% | 138 |
|
2020
Q1 | $61K | Buy |
479
+79
| +20% | +$10.1K | 0.01% | 471 |
|
2019
Q4 | $58K | Hold |
400
| – | – | 0.01% | 517 |
|
2019
Q3 | $53K | Hold |
400
| – | – | 0.01% | 520 |
|
2019
Q2 | $52K | Hold |
400
| – | – | 0.01% | 492 |
|
2019
Q1 | $50K | Hold |
400
| – | – | 0.01% | 466 |
|
2018
Q4 | $43K | Hold |
400
| – | – | 0.01% | 461 |
|
2018
Q3 | $51K | Hold |
400
| – | – | 0.01% | 461 |
|
2018
Q2 | $48K | Hold |
400
| – | – | 0.01% | 473 |
|
2018
Q1 | $45K | Buy |
+400
| New | +$45K | 0.01% | 420 |
|