Zimmermann Investment Management & Planning’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
2022 Q3	–	Sell	-1,134	Closed	-$206K	–	101
2022 Q2	$206K	Sell	1,134 -4,984	-81%	-$905K	0.14%	83
2022 Q1	$1.44M	Sell	6,118 -13,968	-70%	-$3.29M	0.85%	31
2021 Q4	$5.24M	Buy	+20,086	New	+$5.24M	2.94%	11