BWM
BCS Wealth Management’s Vanguard Mega Cap Value ETF MGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,462
| Closed | -$264K | – | 186 |
|
|
2022
Q1 | $264K | Hold |
2,462
| – | – | 0.11% | 159 |
|
|
2021
Q4 | $263K | Hold |
2,462
| – | – | 0.09% | 171 |
|
|
2021
Q3 | $241K | Hold |
2,462
| – | – | 0.1% | 154 |
|
|
2021
Q2 | $245K | Hold |
2,462
| – | – | 0.13% | 137 |
|
|
2021
Q1 | $234K | Hold |
2,462
| – | – | 0.11% | 140 |
|
|
2020
Q4 | $214K | Buy |
+2,462
| New | +$214K | 0.11% | 134 |
|
|
2020
Q1 | – | Sell |
-2,462
| Closed | -$215K | – | 118 |
|
|
2019
Q4 | $215K | Buy |
+2,462
| New | +$215K | 0.14% | 102 |
|