Boyd 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 | $3.91M | Buy |
29,788
+1,044
| +4% | +$137K | 1.69% | 14 |
|
|
2025
Q1 | $3.7M | Buy |
28,744
+2,297
| +9% | +$296K | 1.85% | 12 |
|
|
2024
Q4 | $3.3M | Buy |
26,447
+59
| +0.2% | +$7.37K | 1.63% | 13 |
|
|
2024
Q3 | $3.39M | Sell |
26,388
-585
| -2% | -$75K | 1.71% | 14 |
|
|
2024
Q2 | $3.2M | Sell |
26,973
-1,153
| -4% | -$137K | 1.76% | 14 |
|
|
2024
Q1 | $3.36M | Buy |
28,126
+95
| +0.3% | +$11.4K | 1.92% | 12 |
|
|
2023
Q4 | $3.07M | Sell |
28,031
-4,681
| -14% | -$512K | 1.91% | 12 |
|
|
2023
Q3 | $3.32M | Sell |
32,712
-728
| -2% | -$73.8K | 2.23% | 12 |
|
|
2023
Q2 | $3.47M | Buy |
33,440
+3,807
| +13% | +$395K | 2.11% | 14 |
|
|
2023
Q1 | $2.99M | Buy |
29,633
+6,368
| +27% | +$643K | 2.08% | 12 |
|
|
2022
Q4 | $2.39M | Buy |
23,265
+4,793
| +26% | +$493K | 1.76% | 13 |
|
|
2022
Q3 | $1.66M | Buy |
18,472
+7,421
| +67% | +$667K | 1.33% | 15 |
|
|
2022
Q2 | $1.06M | Buy |
+11,051
| New | +$1.06M | 0.87% | 17 |
|