WFA
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West Financial Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

West Financial Advisors’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-30
Closed -$3K – 177
2021
Q3 		$3K Hold
30
– – ﹤0.01% 141
2021
Q2 		$3K Hold
30
– – ﹤0.01% 136
2021
Q1 		$3K Buy
+30
New +$2.73K ﹤0.01% 136

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