Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.9K | Buy |
583
+107
| +22% | +$14.1K | ﹤0.01% | 593 |
|
|
2025
Q1 | $61.3K | Hold |
476
| – | – | ﹤0.01% | 615 |
|
|
2024
Q4 | $59.5K | Hold |
476
| – | – | ﹤0.01% | 615 |
|
|
2024
Q3 | $61.1K | Hold |
476
| – | – | ﹤0.01% | 619 |
|
|
2024
Q2 | $56.8K | Hold |
476
| – | – | ﹤0.01% | 636 |
|
|
2024
Q1 | $56.9K | Hold |
476
| – | – | ﹤0.01% | 643 |
|
|
2023
Q4 | $52.1K | Hold |
476
| – | – | ﹤0.01% | 699 |
|
|
2023
Q3 | $48.3K | Hold |
476
| – | – | ﹤0.01% | 673 |
|
|
2023
Q2 | $49.4K | Hold |
476
| – | – | ﹤0.01% | 673 |
|
|
2023
Q1 | $48.1K | Sell |
476
-133
| -22% | -$13.4K | ﹤0.01% | 573 |
|
|
2022
Q4 | $62.6K | Buy |
609
+133
| +28% | +$13.7K | ﹤0.01% | 546 |
|
|
2022
Q3 | $43.1K | Sell |
476
-7
| -1% | -$634 | ﹤0.01% | 583 |
|
|
2022
Q2 | $46.5K | Buy |
+483
| New | +$46.5K | ﹤0.01% | 583 |
|