Apriem Advisors’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
2025
Q2
$29.5M Buy
225,025
+90,468
+67% +$11.9M 3.14% 7
2025
Q1
$17.3M Buy
134,557
+72,249
+116% +$9.31M 2.03% 12
2024
Q4
$7.78M Buy
62,308
+22,688
+57% +$2.83M 0.89% 34
2024
Q3
$5.08M Buy
39,620
+7,673
+24% +$984K 0.59% 39
2024
Q2
$3.79M Buy
31,947
+7,666
+32% +$908K 0.46% 41
2024
Q1
$2.9M Buy
+24,281
New +$2.9M 0.36% 48