Wells Financial Advisors Inc Vanguard Mega Cap ETF Transaction History

Wells Financial Advisors Inc

  • $72.3 Million
  • Q3 2025

A detailed history of Wells Financial Advisors Inc transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 549 shares of MGC stock, worth $135,839. This represents 0.19% of its overall portfolio holdings.

Number of Shares
549
Previous 549 -0.0%
Holding current value
$135,839
Previous $123,000 8.94%
% of portfolio
0.19%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024
SELL
$146.46 - $169.92 $97,835 - $113,506
-668 Reduced 54.89%
549 $92,000
Q2 2023

Aug 07, 2023
SELL
$141.8 - $156.5 $21,270 - $23,475
-150 Reduced 10.97%
1,217 $190,000
Q1 2023

May 03, 2023
SELL
$131.13 - $144.18 $26,226 - $28,836
-200 Reduced 12.76%
1,367 $195,000
Q3 2022

Nov 09, 2022
SELL
$124.82 - $150.2 $4,368 - $5,257
-35 Reduced 2.18%
1,567 $196,000
Q4 2021

Feb 11, 2022
SELL
$152.0 - $169.23 $7,600 - $8,461
-50 Reduced 3.03%
1,602 $269,000
Q4 2020

Feb 11, 2021
BUY
$116.22 - $133.45 $191,995 - $220,459
1,652 New
1,652 $220,000

Others Institutions Holding MGC

# of Institutions
550
Shares Held
20.6M
Call Options Held
15.1K
Put Options Held
100
View Full List

About VANGUARD MEGA CAP ETF

MGC Quotes by TradingView
  • Ticker MGC
  • Sector ETFs
  • Industry ETFs
More about MGC
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email