WFAG
Wescott Financial Advisory Group’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Hold |
4,430
| – | – | 0.1% | 91 |
|
|
2025
Q1 | $892K | Buy |
4,430
+13
| +0.3% | +$2.62K | 0.09% | 84 |
|
|
2024
Q4 | $939K | Sell |
4,417
-1,760
| -28% | -$374K | 0.1% | 84 |
|
|
2024
Q3 | $1.28M | Sell |
6,177
-271
| -4% | -$56K | 0.14% | 78 |
|
|
2024
Q2 | $1.27M | Hold |
6,448
| – | – | 0.15% | 74 |
|
|
2024
Q1 | $1.2M | Sell |
6,448
-247
| -4% | -$46.2K | 0.15% | 71 |
|
|
2023
Q4 | $1.13M | Buy |
6,695
+25
| +0.4% | +$4.23K | 0.16% | 68 |
|
|
2023
Q3 | $1.01M | Buy |
6,670
+24
| +0.4% | +$3.65K | 0.19% | 67 |
|
|
2023
Q2 | $1.04M | Buy |
6,646
+23
| +0.3% | +$3.6K | 0.18% | 68 |
|
|
2023
Q1 | $948K | Buy |
6,623
+223
| +3% | +$31.9K | 0.21% | 69 |
|
|
2022
Q4 | $847K | Sell |
6,400
-21
| -0.3% | -$2.78K | 0.18% | 71 |
|
|
2022
Q3 | $801K | Hold |
6,421
| – | – | 0.22% | 61 |
|
|
2022
Q2 | $846K | Buy |
6,421
+24
| +0.4% | +$3.16K | 0.23% | 58 |
|
|
2022
Q1 | $1.02M | Buy |
+6,397
| New | +$1.02M | 0.26% | 53 |
|