Wells Financial Advisors Inc Vanguard Mega Cap Growth ETF Transaction History

Wells Financial Advisors Inc

  • $71.4 Million
  • Q2 2025

A detailed history of Wells Financial Advisors Inc transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 19,123 shares of MGK stock, worth $7.27 Million. This represents 9.81% of its overall portfolio holdings.

Number of Shares
19,123
Previous 19,143 0.1%
Holding current value
$7.27 Million
Previous $5.91 Million 18.44%
% of portfolio
9.81%
Previous 8.32%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$273.67 - $366.17 $5,473 - $7,323
-20 Reduced 0.1%
19,123 $7 Million
Q1 2025

May 09, 2025
SELL
$307.43 - $357.48 $4,611 - $5,362
-15 Reduced 0.08%
19,143 $5.91 Million
Q4 2024

Feb 11, 2025
SELL
$316.94 - $357.88 $9,508 - $10,736
-30 Reduced 0.16%
19,158 $6.58 Million
Q3 2024

Nov 13, 2024
SELL
$285.48 - $330.24 $59,950 - $69,350
-210 Reduced 1.08%
19,188 $6.18 Million
Q2 2024

Aug 09, 2024
BUY
$267.84 - $317.0 $10,713 - $12,680
40 Added 0.21%
19,398 $6.1 Million
Q4 2023

Feb 12, 2024
SELL
$218.97 - $260.54 $30,436 - $36,215
-139 Reduced 0.71%
19,358 $5.02 Million
Q3 2023

Oct 10, 2023
SELL
$224.84 - $243.78 $13,265 - $14,383
-59 Reduced 0.3%
19,497 $4.42 Million
Q2 2023

Aug 07, 2023
BUY
$199.81 - $235.32 $17,982 - $21,178
90 Added 0.46%
19,556 $4.6 Million
Q1 2023

May 03, 2023
SELL
$168.7 - $204.51 $13,496 - $16,360
-80 Reduced 0.41%
19,466 $3.98 Million
Q4 2022

Feb 03, 2023
SELL
$167.59 - $189.31 $22,624 - $25,556
-135 Reduced 0.69%
19,546 $3.36 Million
Q3 2022

Nov 09, 2022
SELL
$174.29 - $217.45 $17,429 - $21,745
-100 Reduced 0.51%
19,681 $3.43 Million
Q2 2022

Aug 10, 2022
SELL
$175.67 - $240.27 $1,054 - $1,441
-6 Reduced 0.03%
19,781 $3.59 Million
Q1 2022

Apr 25, 2022
SELL
$207.26 - $263.47 $4,974 - $6,323
-24 Reduced 0.12%
19,787 $4.66 Million
Q4 2021

Feb 11, 2022
SELL
$232.18 - $264.33 $113,768 - $129,521
-490 Reduced 2.41%
19,811 $5.17 Million
Q3 2021

Nov 10, 2021
SELL
$232.11 - $250.4 $468,862 - $505,808
-2,020 Reduced 9.05%
20,301 $4.77 Million
Q2 2021

Aug 02, 2021
BUY
$208.42 - $231.69 $394,747 - $438,820
1,894 Added 9.27%
22,321 $5.17 Million
Q1 2021

May 12, 2021
SELL
$195.08 - $215.19 $348,412 - $384,329
-1,786 Reduced 8.04%
20,427 $4.23 Million
Q4 2020

Feb 11, 2021
BUY
$179.05 - $203.91 $3.98 Million - $4.53 Million
22,213 New
22,213 $4.53 Million

Others Institutions Holding MGK

# of Institutions
918
Shares Held
39.4M
Call Options Held
65.7K
Put Options Held
72.6K
View Full List

About VANGUARD MEGA CAP GROWTH ETF

MGK Quotes by TradingView
  • Ticker MGK
  • Sector ETFs
  • Industry ETFs
More about MGK
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