Waverly Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.37M | Sell |
20,135
-4,298
| -18% | -$1.57M | 0.08% | 235 |
|
|
2025
Q1 | $7.55M | Buy |
24,433
+1,786
| +8% | +$552K | 0.09% | 221 |
|
|
2024
Q4 | $7.78M | Buy |
22,647
+21,812
| +2,612% | +$7.49M | 0.12% | 166 |
|
|
2024
Q3 | $269K | Hold |
835
| – | – | 0.01% | 708 |
|
|
2024
Q2 | $262K | Buy |
835
+17
| +2% | +$5.34K | 0.01% | 695 |
|
|
2024
Q1 | $234K | Buy |
+818
| New | +$234K | 0.01% | 619 |
|