Capital Planning’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
$8.24M Buy
2025
Q2
$7.78M Sell
2025
Q1
$14.1M Buy
2024
Q4
$13.5M Buy
2024
Q3
$13.4M Buy
2024
Q2
$12.2M Buy
2024
Q1
$10.4M Buy
2023
Q4
$9.2M Buy
2023
Q3
$7.58M Buy
2023
Q2
$7.58M Buy
2023
Q1
$7.12M Sell
2022
Q4
$7.64M Buy
2022
Q3
$6.5M Buy
2022
Q2
$6.66M Sell
2022
Q1
$7.5M Sell
2021
Q4
$7.5M Buy
2021
Q3
$6.68M Buy
2021
Q2
$6.66M Buy
2021
Q1
$6.08M Buy
2020
Q4
$5.46M Buy