Clear Perspectives Financial Planning’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
2023 Q1	$4.5M	Sell	44,535 -9,717	-18%	-$982K	2.52%	14
2022 Q4	$5.58M	Buy	54,252 +22,041	+68%	+$2.27M	2.96%	12
2022 Q3	$2.9M	Buy	32,211 +164	+0.5%	+$14.7K	1.42%	17
2022 Q2	$3.08M	Buy	32,047 +31,262	+3,982%	+$3.01M	1.2%	16
2022 Q1	$84K	Buy	+785	New	+$84K	0.03%	74