MFA
McClarren Financial Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Buy |
16,737
+7,322
| +78% | +$1.65M | 2.45% | 12 |
|
|
2025
Q1 | $3.37M | Buy |
+9,415
| New | +$3.37M | 2.23% | 12 |
|
|
2024
Q4 | – | Sell |
-9,579
| Closed | -$1.42K | – | 271 |
|
|
2024
Q3 | $1.42K | Buy |
9,579
+7,212
| +305% | +$1.07K | 0.18% | 36 |
|
|
2024
Q2 | $3.27M | Sell |
2,367
-14,369
| -86% | -$19.9M | 2.28% | 13 |
|
|
2024
Q1 | $3.13M | Sell |
16,736
-463
| -3% | -$86.5K | 2.25% | 13 |
|
|
2023
Q4 | $2.91M | Sell |
17,199
-297
| -2% | -$50.3K | 2.22% | 11 |
|
|
2023
Q3 | $2.66M | Buy |
17,496
+545
| +3% | +$82.7K | 2.32% | 10 |
|
|
2023
Q2 | $2.65M | Buy |
16,951
+62
| +0.4% | +$9.7K | 2.19% | 11 |
|
|
2023
Q1 | $2.41M | Sell |
16,889
-80
| -0.5% | -$11.4K | 2.19% | 11 |
|
|
2022
Q4 | $2.25M | Buy |
16,969
+7,144
| +73% | +$946K | 2.13% | 11 |
|
|
2022
Q3 | $1.23M | Buy |
9,825
+3,751
| +62% | +$468K | 1.22% | 14 |
|
|
2022
Q2 | $800K | Sell |
6,074
-3,203
| -35% | -$422K | 2.56% | 12 |
|
|
2022
Q1 | $1.47M | Buy |
9,277
+23
| +0.2% | +$3.65K | 1.07% | 17 |
|
|
2021
Q4 | $1.56M | Sell |
9,254
-1,287
| -12% | -$216K | 1.06% | 17 |
|
|
2021
Q3 | $1.61M | Buy |
10,541
+1
| +0% | +$152 | 1.25% | 14 |
|
|
2021
Q2 | $1.61M | Buy |
10,540
+31
| +0.3% | +$4.72K | 1.3% | 13 |
|
|
2021
Q1 | $1.47M | Buy |
10,509
+33
| +0.3% | +$4.63K | 1.32% | 14 |
|
|
2020
Q4 | $1.4M | Buy |
+10,476
| New | +$1.4M | 1.34% | 15 |
|