West Financial Advisors’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
Q3 | $910K | Hold |
|
|||||
|
2025
Q2 | $839K | Hold |
|
|||||
|
2025
Q1 | $751K | Hold |
|
|||||
|
2024
Q4 | $793K | Sell |
|
|||||
|
2024
Q3 | $785K | Sell |
|
|||||
|
2024
Q2 | $755K | Hold |
|
|||||
|
2024
Q1 | $715K | Hold |
|
|||||
|
2023
Q4 | $648K | Sell |
|
|||||
|
2023
Q3 | $588K | Hold |
|
|||||
|
2023
Q2 | $606K | Hold |
|
|||||
|
2023
Q1 | $555K | Hold |
|
|||||
|
2022
Q4 | $513K | Hold |
|
|||||
|
2022
Q3 | $484K | Sell |
|
|||||
|
2022
Q2 | $931K | Hold |
|
|||||
|
2022
Q1 | $1.12M | Hold |
|
|||||
|
2021
Q4 | $1.19M | Hold |
|
|||||
|
2021
Q3 | $1.08M | Hold |
|
|||||
|
2021
Q2 | $1.08M | Hold |
|
|||||
|
2021
Q1 | $990K | Hold |
|
|||||
|
2020
Q4 | $943K | Buy |
|