WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,831
| Closed | -$430K | – | 556 |
|
|
2021
Q3 | $430K | Sell |
1,831
-262
| -13% | -$61.5K | 0.04% | 316 |
|
|
2021
Q2 | $484K | Buy |
+2,093
| New | +$484K | 0.04% | 277 |
|
|
2020
Q4 | – | Sell |
-2,181
| Closed | -$404K | – | 392 |
|
|
2020
Q3 | $404K | Sell |
2,181
-788
| -27% | -$146K | 0.05% | 223 |
|
|
2020
Q2 | $485K | Buy |
+2,969
| New | +$485K | 0.07% | 191 |
|