McClarren Financial Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.81M	Buy	16,133 +5,767	+56%	+$1.43M	2.26%	14
2025 Q4	$4.09M	Buy	10,366 +806	+8%	+$200K	2.44%	12
2025 Q3	$4.08M	Sell	9,560 -7,177	-43%	-$1.68M	2.5%	11
2025 Q2	$3.76M	Buy	16,737 +7,322	+78%	+$1.52M	2.45%	12
2025 Q1	$3.37M	Buy	+9,415	New	+$2.01M	2.23%	12
2024 Q4	–	Sell	-9,579	Closed	-$1.42K	–	271
2024 Q3	$1.42K	Buy	9,579 +7,212	+305%	+$1.44M	0.18%	36
2024 Q2	$3.27M	Sell	2,367 -14,369	-86%	-$2.7M	2.28%	13
2024 Q1	$3.13M	Sell	16,736 -463	-3%	-$82.6K	2.25%	13
2023 Q4	$2.91M	Sell	17,199 -297	-2%	-$47.2K	2.22%	11
2023 Q3	$2.66M	Buy	17,496 +545	+3%	+$85.8K	2.32%	10
2023 Q2	$2.65M	Buy	16,951 +62	+0.4%	+$9.16K	2.19%	11
2023 Q1	$2.41M	Sell	16,889 -80	-0.5%	-$11.1K	2.19%	11
2022 Q4	$2.25M	Buy	16,969 +7,144	+73%	+$954K	2.13%	11
2022 Q3	$1.23M	Buy	9,825 +3,751	+62%	+$521K	1.22%	14
2022 Q2	$800K	Sell	6,074 -3,203	-35%	-$459K	2.56%	12
2022 Q1	$1.47M	Buy	9,277 +23	+0.2%	+$3.61K	1.07%	17
2021 Q4	$1.55M	Sell	9,254 -1,287	-12%	-$210K	1.06%	17
2021 Q3	$1.61M	Buy	10,541 +1	+0%	+$157	1.25%	14
2021 Q2	$1.6M	Buy	10,540 +31	+0.3%	+$4.58K	1.3%	13
2021 Q1	$1.47M	Buy	10,509 +33	+0.3%	+$4.52K	1.32%	14
2020 Q4	$1.4M	Buy	+10,476	New	+$1.32M	1.34%	15