Wellspring Financial 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 | $1.54M | Hold |
4,202
| – | – | 0.15% | 48 |
|
|
2025
Q1 | $1.3M | Buy |
4,202
+5
| +0.1% | +$1.54K | 0.14% | 50 |
|
|
2024
Q4 | $1.44M | Buy |
4,197
+6
| +0.1% | +$2.06K | 0.15% | 49 |
|
|
2024
Q3 | $1.35M | Buy |
4,191
+9
| +0.2% | +$2.9K | 0.16% | 50 |
|
|
2024
Q2 | $1.31M | Hold |
4,182
| – | – | 0.18% | 48 |
|
|
2024
Q1 | $1.2M | Buy |
4,182
+4
| +0.1% | +$1.15K | 0.19% | 50 |
|
|
2023
Q4 | $1.08M | Buy |
4,178
+7
| +0.2% | +$1.82K | 0.27% | 50 |
|
|
2023
Q3 | $946K | Sell |
4,171
-58
| -1% | -$13.2K | 0.28% | 51 |
|
|
2023
Q2 | $995K | Buy |
4,229
+5
| +0.1% | +$1.18K | 0.28% | 47 |
|
|
2023
Q1 | $864K | Buy |
4,224
+6
| +0.1% | +$1.23K | 0.26% | 53 |
|
|
2022
Q4 | $726K | Buy |
4,218
+16
| +0.4% | +$2.75K | 0.24% | 54 |
|
|
2022
Q3 | $732K | Hold |
4,202
| – | – | 0.27% | 45 |
|
|
2022
Q2 | $763K | Buy |
4,202
+6
| +0.1% | +$1.09K | 0.27% | 43 |
|
|
2022
Q1 | $988K | Sell |
4,196
-287
| -6% | -$67.6K | 0.29% | 41 |
|
|
2021
Q4 | $1.17M | Buy |
4,483
+10
| +0.2% | +$2.61K | 0.33% | 38 |
|
|
2021
Q3 | $1.05M | Hold |
4,473
| – | – | 0.32% | 39 |
|
|
2021
Q2 | $1.04M | Buy |
4,473
+1,948
| +77% | +$451K | 0.33% | 39 |
|
|
2021
Q1 | $321K | Sell |
2,525
-1,937
| -43% | -$246K | 0.15% | 62 |
|
|
2020
Q4 | $909K | Buy |
4,462
+9
| +0.2% | +$1.83K | 0.32% | 38 |
|
|
2020
Q3 | $826K | Buy |
4,453
+7
| +0.2% | +$1.3K | 0.32% | 37 |
|
|
2020
Q2 | $727K | Buy |
4,446
+1,921
| +76% | +$314K | 0.3% | 39 |
|
|
2020
Q1 | $321K | Buy |
+2,525
| New | +$321K | 0.15% | 62 |
|