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Whipplewood Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Whipplewood Advisors’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$776K Buy
3,449
+3,029
+721% +$681K 0.43% 66
2025
Q1 		$675K Sell
420
-2,903
-87% -$4.67M 0.4% 66
2024
Q4 		$707K Buy
+3,323
New +$707K 0.4% 63