Wescott Financial Advisory Group’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
Q2 | $996K | Hold |
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|
2025
Q1 | $892K | Buy |
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|
2024
Q4 | $939K | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.27M | Hold |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $948K | Buy |
|
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|
2022
Q4 | $847K | Sell |
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|
2022
Q3 | $801K | Hold |
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|
2022
Q2 | $846K | Buy |
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|
2022
Q1 | $1.02M | Buy |
|