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Bellwether Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57K | Hold |
12
| – | – | ﹤0.01% | 509 |
|
|
2025
Q1 | $1.55K | Hold |
12
| – | – | ﹤0.01% | 456 |
|
|
2024
Q4 | $1.5K | Buy |
+12
| New | +$1.5K | ﹤0.01% | 460 |
|
|
2023
Q1 | – | Sell |
-310
| Closed | -$31.9K | – | 534 |
|
|
2022
Q4 | $31.9K | Hold |
310
| – | – | 0.01% | 217 |
|
|
2022
Q3 | $27K | Sell |
310
-263
| -46% | -$22.9K | 0.01% | 199 |
|
|
2022
Q2 | $55K | Hold |
573
| – | – | 0.02% | 163 |
|
|
2022
Q1 | $61K | Sell |
573
-25
| -4% | -$2.66K | 0.02% | 186 |
|
|
2021
Q4 | $63K | Buy |
598
+25
| +4% | +$2.63K | 0.02% | 181 |
|
|
2021
Q3 | $56K | Hold |
573
| – | – | 0.02% | 203 |
|
|
2021
Q2 | $57K | Hold |
573
| – | – | 0.02% | 178 |
|
|
2021
Q1 | $54K | Hold |
573
| – | – | 0.02% | 166 |
|
|
2020
Q4 | $49K | Buy |
+573
| New | +$49K | 0.02% | 163 |
|