WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-40
| Closed | -$7.89K | – | 1185 |
|
|
2024
Q2 | $7.89K | Sell |
40
-20
| -33% | -$3.95K | ﹤0.01% | 642 |
|
|
2024
Q1 | $11.2K | Buy |
+60
| New | +$11.2K | ﹤0.01% | 577 |
|
|
2023
Q1 | – | Sell |
-83
| Closed | -$11K | – | 948 |
|
|
2022
Q4 | $11K | Hold |
83
| – | – | 0.01% | 257 |
|
|
2022
Q3 | $10.4K | Hold |
83
| – | – | 0.01% | 259 |
|
|
2022
Q2 | $10.9K | Buy |
+83
| New | +$10.9K | 0.01% | 274 |
|