WFA
West Financial Advisors’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 | $839K | Hold |
3,730
| – | – | 0.15% | 37 |
|
|
2025
Q1 | $751K | Hold |
3,730
| – | – | 0.14% | 38 |
|
|
2024
Q4 | $793K | Sell |
3,730
-70
| -2% | -$14.9K | 0.15% | 37 |
|
|
2024
Q3 | $785K | Sell |
3,800
-27
| -0.7% | -$5.58K | 0.15% | 37 |
|
|
2024
Q2 | $755K | Hold |
3,827
| – | – | 0.16% | 35 |
|
|
2024
Q1 | $715K | Hold |
3,827
| – | – | 0.15% | 36 |
|
|
2023
Q4 | $648K | Sell |
3,827
-48
| -1% | -$8.13K | 0.15% | 37 |
|
|
2023
Q3 | $588K | Hold |
3,875
| – | – | 0.15% | 36 |
|
|
2023
Q2 | $606K | Hold |
3,875
| – | – | 0.15% | 33 |
|
|
2023
Q1 | $555K | Hold |
3,875
| – | – | 0.15% | 34 |
|
|
2022
Q4 | $513K | Hold |
3,875
| – | – | 0.14% | 35 |
|
|
2022
Q3 | $484K | Sell |
3,875
-3,188
| -45% | -$398K | 0.15% | 36 |
|
|
2022
Q2 | $931K | Hold |
7,063
| – | – | 0.27% | 28 |
|
|
2022
Q1 | $1.12M | Hold |
7,063
| – | – | 0.3% | 27 |
|
|
2021
Q4 | $1.19M | Hold |
7,063
| – | – | 0.32% | 26 |
|
|
2021
Q3 | $1.08M | Hold |
7,063
| – | – | 0.32% | 24 |
|
|
2021
Q2 | $1.08M | Hold |
7,063
| – | – | 0.33% | 22 |
|
|
2021
Q1 | $990K | Hold |
7,063
| – | – | 0.33% | 19 |
|
|
2020
Q4 | $943K | Buy |
+7,063
| New | +$943K | 0.33% | 19 |
|