Wescott Financial Advisory Group, LLC Vanguard Mega Cap ETF Transaction History

Wescott Financial Advisory Group, LLC

$763 Million
Q2 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 6,448 shares of MGC stock, worth $1.35 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

6,448

Previous 6,448 -0.0%

Holding current value

$1.35 Million

Previous $1.2 Million 5.65%

% of portfolio

0.17%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$166.37 - $187.03 $41,093 - $46,196	-247 Reduced 3.69%	6,448 $1.2 Million
Q4 2023 Feb 13, 2024	BUY	$146.46 - $169.92 $3,661 - $4,248	25 Added 0.37%	6,695 $1.13 Million
Q3 2023 Nov 09, 2023	BUY	$151.3 - $161.8 $3,631 - $3,883	24 Added 0.36%	6,670 $1.01 Million
Q2 2023 Aug 11, 2023	BUY	$141.8 - $156.5 $3,261 - $3,599	23 Added 0.35%	6,646 $1.04 Million
Q1 2023 May 10, 2023	BUY	$131.13 - $144.18 $29,241 - $32,152	223 Added 3.48%	6,623 $948,000
Q4 2022 Feb 06, 2023	SELL	$124.31 - $141.49 $2,610 - $2,971	-21 Reduced 0.33%	6,400 $847,000
Q2 2022 Jul 28, 2022	BUY	$128.05 - $161.07 $3,073 - $3,865	24 Added 0.38%	6,421 $846,000
Q1 2022 May 16, 2022	BUY	$146.0 - $169.35 $933,962 - $1.08 Million	6,397 New	6,397 $1.02 Million

Others Institutions Holding MGC

# of Institutions

448

Shares Held

15.3M

Call Options Held

14.4K

Put Options Held

100

View Full List

About VANGUARD MEGA CAP ETF

Ticker MGC
Sector ETFs
Industry ETFs

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Wescott Financial Advisory Group, LLC Vanguard Mega Cap ETF Transaction History