American Economic Planning Group’s Vanguard Mega Cap Value ETF MGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,539
| Closed | -$271K | – | 84 |
|
|
2017
Q4 | $271K | Sell |
3,539
-470
| -12% | -$36K | 0.1% | 65 |
|
|
2017
Q3 | $288K | Hold |
4,009
| – | – | 0.11% | 58 |
|
|
2017
Q2 | $278K | Sell |
4,009
-493
| -11% | -$34.2K | 0.11% | 58 |
|
|
2017
Q1 | $309K | Hold |
4,502
| – | – | 0.12% | 53 |
|
|
2016
Q4 | $302K | Buy |
4,502
+519
| +13% | +$34.8K | 0.13% | 44 |
|
|
2016
Q3 | $249K | Buy |
+3,983
| New | +$249K | 0.1% | 52 |
|