Collaborative Wealth Management’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
Q2 | $715K | Sell |
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|
2025
Q1 | $737K | Hold |
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|
2024
Q4 | $714K | Hold |
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|
2024
Q3 | $733K | Sell |
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|
2024
Q2 | $688K | Hold |
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|
2024
Q1 | $694K | Sell |
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|
2023
Q4 | $672K | Sell |
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|
2023
Q3 | $672K | Sell |
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|
2023
Q2 | $746K | Sell |
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|
2023
Q1 | $755K | Sell |
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|
2022
Q4 | $782K | Sell |
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|
2022
Q3 | $718K | Hold |
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|
2022
Q2 | $768K | Buy |
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|
2021
Q4 | $860K | Buy |
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|
2021
Q1 | $885K | Buy |
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