Wheelhouse Advisory Group’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 | $16.8M | Buy |
45,999
+2,093
| +5% | +$766K | 8.3% | 5 |
|
|
2025
Q1 | $13.6M | Buy |
43,906
+2,126
| +5% | +$657K | 7.75% | 6 |
|
|
2024
Q4 | $14.3M | Buy |
41,780
+836
| +2% | +$287K | 8.52% | 5 |
|
|
2024
Q3 | $13.2M | Buy |
40,944
+1,167
| +3% | +$376K | 8.48% | 6 |
|
|
2024
Q2 | $12.7M | Buy |
39,777
+976
| +3% | +$312K | 8.96% | 5 |
|
|
2024
Q1 | $11.1M | Buy |
38,801
+1,396
| +4% | +$400K | 8.54% | 6 |
|
|
2023
Q4 | $9.71M | Buy |
+37,405
| New | +$9.71M | 8.48% | 6 |
|