WealthPLAN Partners’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-36
| Closed | -$5.63K | – | 800 |
|
|
2023
Q2 | $5.63K | Hold |
36
| – | – | ﹤0.01% | 883 |
|
|
2023
Q1 | $5.15K | Buy |
+36
| New | +$5.15K | ﹤0.01% | 993 |
|
|
2016
Q3 | $2.64K | Hold |
36
| – | – | ﹤0.01% | 824 |
|
|
2016
Q2 | $2.57K | Buy |
+36
| New | +$2.57K | ﹤0.01% | 2190 |
|
|
2015
Q4 | $2.51K | Buy |
+36
| New | +$2.51K | ﹤0.01% | 1462 |
|
|
2015
Q2 | – | Sell |
-36
| Closed | -$3K | – | 482 |
|
|
2015
Q1 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 467 |
|