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 |
|