Wells 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $134K | Hold |
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|
2025
Q2 | $123K | Hold |
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|
2025
Q1 | $111K | Hold |
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|
2024
Q4 | $117K | Hold |
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|
2024
Q3 | $113K | Hold |
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|
2024
Q2 | $108K | Hold |
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|
2024
Q1 | $103K | Hold |
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|
2023
Q4 | $92.9K | Sell |
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|
2023
Q3 | $185K | Hold |
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|
2023
Q2 | $190K | Sell |
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|
2023
Q1 | $196K | Sell |
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|
2022
Q4 | $207K | Hold |
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|
2022
Q3 | $196K | Sell |
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|
2022
Q2 | $211K | Hold |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $269K | Sell |
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|
2021
Q3 | $252K | Hold |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $232K | Hold |
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|
2020
Q4 | $220K | Buy |
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