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

Waverly Advisors’s Portfolio MGC Stock Details MGC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$235K	Hold
2025 Q2	$216K	Buy
2025 Q1	–	Sell
2024 Q4	$204K	Buy
2018 Q3	–	Sell
2018 Q2	$568K	Buy