Wells Financial Advisors Inc Vanguard Mega Cap Growth ETF Transaction History

Wells Financial Advisors Inc

$71.1 Million
Q1 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 19,143 shares of MGK stock, worth $6.63 Million. This represents 8.32% of its overall portfolio holdings.

Number of Shares

19,143

Previous 19,158 0.08%

Holding current value

$6.63 Million

Previous $6.58 Million 10.14%

% of portfolio

8.32%

Previous 9.08%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

895

Shares Held

38.9M

Call Options Held

65.7K

Put Options Held

72.6K

View Full List

About VANGUARD MEGA CAP GROWTH ETF

Ticker MGK
Sector ETFs
Industry ETFs

More about MGK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Account

Wells Financial Advisors Inc Vanguard Mega Cap Growth ETF Transaction History