WMG Financial Advisors’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 | $301K | Sell |
821
-9
| -1% | -$3.3K | 0.11% | 130 |
|
|
2025
Q1 | $256K | Sell |
830
-16
| -2% | -$4.94K | 0.11% | 135 |
|
|
2024
Q4 | $291K | Sell |
846
-3
| -0.4% | -$1.03K | 0.13% | 118 |
|
|
2024
Q3 | $273K | Hold |
849
| – | – | 0.12% | 123 |
|
|
2024
Q2 | $267K | Buy |
849
+51
| +6% | +$16K | 0.14% | 112 |
|
|
2024
Q1 | $229K | Sell |
798
-16
| -2% | -$4.59K | 0.13% | 123 |
|
|
2023
Q4 | $211K | Buy |
+814
| New | +$211K | 0.14% | 111 |
|
|
2022
Q2 | – | Sell |
-948
| Closed | -$225K | – | 166 |
|
|
2022
Q1 | $225K | Sell |
948
-50
| -5% | -$11.9K | 0.17% | 150 |
|
|
2021
Q4 | $263K | Buy |
+998
| New | +$263K | 0.2% | 131 |
|