WealthShield 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 | $16.6M | Buy |
45,473
+367
| +0.8% | +$134K | 2.01% | 4 |
|
|
2025
Q1 | $13.9M | Buy |
45,106
+5,706
| +14% | +$1.76M | 1.79% | 8 |
|
|
2024
Q4 | $13.5M | Sell |
39,400
-139
| -0.4% | -$47.7K | 1.92% | 7 |
|
|
2024
Q3 | $12.7M | Buy |
39,539
+3,895
| +11% | +$1.25M | 1.72% | 9 |
|
|
2024
Q2 | $11.2M | Buy |
35,644
+7,379
| +26% | +$2.32M | 1.71% | 8 |
|
|
2024
Q1 | $8.1M | Sell |
28,265
-13,939
| -33% | -$4M | 1.31% | 17 |
|
|
2023
Q4 | $11M | Sell |
42,204
-371
| -0.9% | -$96.3K | 1.8% | 5 |
|
|
2023
Q3 | $9.66M | Buy |
42,575
+4,759
| +13% | +$1.08M | 1.46% | 12 |
|
|
2023
Q2 | $8.9M | Hold |
37,816
| – | – | 1.34% | 15 |
|
|
2023
Q1 | $7.73M | Buy |
37,816
+350
| +0.9% | +$71.6K | 1.25% | 19 |
|
|
2022
Q4 | $6.45M | Sell |
37,466
-89
| -0.2% | -$15.3K | 1.23% | 17 |
|
|
2022
Q3 | $6.56M | Hold |
37,555
| – | – | 1.3% | 15 |
|
|
2022
Q2 | $6.82M | Hold |
37,555
| – | – | 1.35% | 17 |
|
|
2022
Q1 | $8.84M | Sell |
37,555
-850
| -2% | -$200K | 1.42% | 12 |
|
|
2021
Q4 | $10M | Buy |
38,405
+683
| +2% | +$178K | 1.67% | 11 |
|
|
2021
Q3 | $8.86M | Buy |
+37,722
| New | +$8.86M | 2.37% | 5 |
|
|
2021
Q2 | – | Sell |
-38,943
| Closed | -$8.06M | – | 987 |
|
|
2021
Q1 | $8.06M | Hold |
38,943
| – | – | 1.45% | 16 |
|
|
2020
Q4 | $7.93M | Hold |
38,943
| – | – | 1.46% | 15 |
|
|
2020
Q3 | $7.22M | Hold |
38,943
| – | – | 2.53% | 2 |
|
|
2020
Q2 | $6.36M | Sell |
38,943
-131
| -0.3% | -$21.4K | 2.93% | 3 |
|
|
2020
Q1 | $4.97M | Buy |
39,074
+434
| +1% | +$55.2K | 3.04% | 5 |
|
|
2019
Q4 | $5.63M | Hold |
38,640
| – | – | 2.74% | 9 |
|
|
2019
Q3 | $5.13M | Hold |
38,640
| – | – | 2.72% | 9 |
|
|
2019
Q2 | $5M | Hold |
38,640
| – | – | 2.9% | 8 |
|
|
2019
Q1 | $4.8M | Hold |
38,640
| – | – | 2.69% | 6 |
|
|
2018
Q4 | $4.14M | Sell |
38,640
-245
| -0.6% | -$26.2K | 2.82% | 7 |
|
|
2018
Q3 | $5M | Sell |
38,885
-3,514
| -8% | -$452K | 2.85% | 7 |
|
|
2018
Q2 | $5.06M | Hold |
42,399
| – | – | 3.09% | 6 |
|
|
2018
Q1 | $4.76M | Buy |
42,399
+1,454
| +4% | +$163K | 3.02% | 6 |
|
|
2017
Q4 | $4.61M | Buy |
+40,945
| New | +$4.61M | 2.81% | 6 |
|