CFC Planning Company’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
$360K Buy
2,743
+362
+15% +$47.5K 0.34% 49
2025
Q1
$307K Buy
2,381
+9
+0.4% +$1.16K 0.34% 51
2024
Q4
$296K Buy
+2,372
New +$296K 0.32% 52