CIBC Private Wealth Group’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 | $1.16M | Sell |
8,877
-26,979
| -75% | -$3.54M | ﹤0.01% | 646 |
|
|
2025
Q1 | $4.12M | Buy |
35,856
+1,002
| +3% | +$115K | 0.01% | 430 |
|
|
2024
Q4 | $4.37M | Buy |
34,854
+29,385
| +537% | +$3.69M | 0.01% | 445 |
|
|
2024
Q3 | $702K | Buy |
5,469
+1,926
| +54% | +$247K | ﹤0.01% | 776 |
|
|
2024
Q2 | $421K | Buy |
3,543
+2,665
| +304% | +$316K | ﹤0.01% | 871 |
|
|
2024
Q1 | $105K | Buy |
+878
| New | +$105K | ﹤0.01% | 1380 |
|
|
2023
Q4 | – | Sell |
-2,163
| Closed | -$219K | – | 1165 |
|
|
2023
Q3 | $219K | Buy |
+2,163
| New | +$219K | ﹤0.01% | 979 |
|
|
2018
Q3 | – | Sell |
-116
| Closed | -$9K | – | 1407 |
|
|
2018
Q2 | $9K | Hold |
116
| – | – | ﹤0.01% | 1592 |
|
|
2018
Q1 | $9K | Hold |
116
| – | – | ﹤0.01% | 1557 |
|
|
2017
Q4 | $9K | Buy |
+116
| New | +$9K | ﹤0.01% | 1574 |
|