Bartlett & Co Wealth Management’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$62.7K Sell
2025
Q2
$76.9K Buy
2025
Q1
$61.3K Hold
2024
Q4
$59.5K Hold
2024
Q3
$61.1K Hold
2024
Q2
$56.8K Hold
2024
Q1
$56.9K Hold
2023
Q4
$52.1K Hold
2023
Q3
$48.3K Hold
2023
Q2
$49.4K Hold
2023
Q1
$48.1K Sell
2022
Q4
$62.6K Buy
2022
Q3
$43.1K Sell
2022
Q2
$46.5K Buy