WOSD
WFA of San Diego’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.3K | Buy |
+61
| New | +$22.3K | 0.02% | 262 |
|
|
2024
Q3 | $27.5K | Hold |
85
| – | – | 0.02% | 223 |
|
|
2024
Q2 | $26.8K | Buy |
+85
| New | +$26.8K | 0.02% | 224 |
|
|
2023
Q3 | $101K | Hold |
445
| – | – | 0.1% | 115 |
|
|
2023
Q2 | $105K | Buy |
+445
| New | +$105K | 0.1% | 112 |
|
|
2023
Q1 | – | Sell |
-431
| Closed | -$74.2K | – | 275 |
|
|
2022
Q4 | $74.2K | Buy |
+431
| New | +$74.2K | 0.06% | 157 |
|
|
2022
Q3 | – | Sell |
-642
| Closed | -$117K | – | 270 |
|
|
2022
Q2 | $117K | Buy |
+642
| New | +$117K | 0.1% | 107 |
|