Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.88M | Sell |
12,961
-1,385
| -10% | -$205K | ﹤0.01% | 1231 |
|
|
2025
Q4 | $2.02M | Buy |
14,346
+3,781
| +36% | +$526K | 0.01% | 1145 |
|
|
2025
Q3 | $1.46M | Buy |
10,565
+6,923
| +190% | +$926K | ﹤0.01% | 1231 |
|
|
2025
Q2 | $478K | Sell |
3,642
-24
| -0.7% | -$3.01K | ﹤0.01% | 1620 |
|
|
2025
Q1 | $472K | Sell |
3,666
-5
| -0.1% | -$647 | ﹤0.01% | 1467 |
|
|
2024
Q4 | $459K | Buy |
3,671
+982
| +37% | +$127K | ﹤0.01% | 1414 |
|
|
2024
Q3 | $345K | Sell |
2,689
-871
| -24% | -$108K | ﹤0.01% | 1471 |
|
|
2024
Q2 | $422K | Buy |
3,560
+1,031
| +41% | +$121K | ﹤0.01% | 1261 |
|
|
2024
Q1 | $302K | Buy |
2,529
+1,143
| +82% | +$129K | ﹤0.01% | 1331 |
|
|
2023
Q4 | $152K | Sell |
1,386
-48
| -3% | -$4.96K | ﹤0.01% | 1544 |
|
|
2023
Q3 | $145K | Buy |
1,434
+1,276
| +808% | +$134K | ﹤0.01% | 1444 |
|
|
2023
Q2 | $16K | Sell |
158
-968
| -86% | -$98.5K | ﹤0.01% | 2786 |
|
|
2023
Q1 | $114K | Sell |
1,126
-713
| -39% | -$72.9K | ﹤0.01% | 1430 |
|
|
2022
Q4 | $189K | Sell |
1,839
-1,253
| -41% | -$126K | ﹤0.01% | 1119 |
|
|
2022
Q3 | $278K | Sell |
3,092
-1,977
| -39% | -$194K | ﹤0.01% | 931 |
|
|
2022
Q2 | $488K | Sell |
5,069
-147
| -3% | -$15.1K | ﹤0.01% | 741 |
|
|
2022
Q1 | $560K | Buy |
5,216
+11
| +0.2% | +$1.17K | ﹤0.01% | 695 |
|
|
2021
Q4 | $556K | Buy |
+5,205
| New | +$538K | ﹤0.01% | 698 |
|
|
2021
Q2 | $177K | Hold |
1,781
| – | – | ﹤0.01% | 941 |
|
|
2021
Q1 | $177K | Hold |
1,781
| – | – | ﹤0.01% | 941 |
|
|
2020
Q4 | $177K | Hold |
1,781
| – | – | ﹤0.01% | 941 |
|
|
2020
Q3 | $177K | Hold |
1,781
| – | – | ﹤0.01% | 941 |
|
|
2020
Q2 | $177K | Hold |
1,781
| – | – | ﹤0.01% | 941 |
|
|
2020
Q1 | $177K | Hold |
1,781
| – | – | ﹤0.01% | 941 |
|
|
2019
Q4 | $177K | Hold |
1,781
| – | – | ﹤0.01% | 941 |
|
|
2019
Q3 | $177K | Hold |
1,781
| – | – | ﹤0.01% | 941 |
|
|
2019
Q2 | $177K | Hold |
1,781
| – | – | ﹤0.01% | 941 |
|
|
2019
Q1 | $177K | Sell |
1,781
-567
| -24% | -$43.3K | ﹤0.01% | 941 |
|
|
2018
Q4 | $168K | Buy |
2,348
+1,637
| +230% | +$125K | ﹤0.01% | 637 |
|
|
2018
Q3 | $57K | Buy |
+711
| New | +$55.9K | ﹤0.01% | 723 |
|
Other funds holding MGV
MFG
