Aspire Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $151K | Hold |
1,180
| – | – | 0.08% | 107 |
|
2024
Q2 | $140K | Hold |
1,180
| – | – | 0.08% | 107 |
|
2024
Q1 | $141K | Hold |
1,180
| – | – | 0.09% | 108 |
|
2023
Q4 | $129K | Buy |
1,180
+26
| +2% | +$2.84K | 0.09% | 104 |
|
2023
Q3 | $117K | Buy |
1,154
+121
| +12% | +$12.3K | 0.09% | 103 |
|
2023
Q2 | $107K | Hold |
1,033
| – | – | 0.08% | 107 |
|
2023
Q1 | $104K | Hold |
1,033
| – | – | 0.08% | 110 |
|
2022
Q4 | $106K | Hold |
1,033
| – | – | 0.09% | 108 |
|
2022
Q3 | $93K | Hold |
1,033
| – | – | 0.09% | 103 |
|
2022
Q2 | $99K | Hold |
1,033
| – | – | 0.09% | 105 |
|
2022
Q1 | $111K | Hold |
1,033
| – | – | 0.09% | 101 |
|
2021
Q4 | $110K | Buy |
+1,033
| New | +$110K | 0.09% | 106 |
|