Wells Financial Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.7M | Hold |
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|
2025
Q2 | $7M | Sell |
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|
2025
Q1 | $5.91M | Sell |
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|
2024
Q4 | $6.58M | Sell |
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|
2024
Q3 | $6.18M | Sell |
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|
2024
Q2 | $6.1M | Buy |
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|
2024
Q1 | $5.55M | Hold |
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|
2023
Q4 | $5.02M | Sell |
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|
2023
Q3 | $4.42M | Sell |
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|
2023
Q2 | $4.6M | Buy |
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|
2023
Q1 | $3.98M | Sell |
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|
2022
Q4 | $3.36M | Sell |
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|
2022
Q3 | $3.43M | Sell |
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|
2022
Q2 | $3.59M | Sell |
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|
2022
Q1 | $4.66M | Sell |
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|
2021
Q4 | $5.17M | Sell |
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|
2021
Q3 | $4.77M | Sell |
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|
2021
Q2 | $5.17M | Buy |
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|
2021
Q1 | $4.23M | Sell |
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|
2020
Q4 | $4.53M | Buy |
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