Waverly Advisors’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
2025 Q2	$216K	Buy	+962	New	+$216K	﹤0.01%	1089
2025 Q1	–	Sell	-961	Closed	-$204K	–	1117
2024 Q4	$204K	Buy	+961	New	+$204K	﹤0.01%	923
2018 Q3	–	Sell	-6,085	Closed	-$568K	–	197
2018 Q2	$568K	Buy	+6,085	New	+$568K	0.09%	113