CWM
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Congress Wealth Management’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Congress Wealth Management’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$801K Hold
6,106
– – 0.01% 767
2025
Q1 		$787K Buy
6,106
+1,835
+43% +$237K 0.01% 685
2024
Q4 		$534K Buy
+4,271
New +$534K 0.01% 628