Cyndeo Wealth Partners’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 | $1.01M | Buy |
7,663
+173
| +2% | +$22.7K | 0.06% | 229 |
|
|
2025
Q1 | $965K | Buy |
7,490
+46
| +0.6% | +$5.93K | 0.06% | 217 |
|
|
2024
Q4 | $930K | Buy |
7,444
+24
| +0.3% | +$3K | 0.06% | 222 |
|
|
2024
Q3 | $952K | Buy |
7,420
+1,578
| +27% | +$202K | 0.07% | 220 |
|
|
2024
Q2 | $692K | Buy |
5,842
+2,990
| +105% | +$354K | 0.05% | 244 |
|
|
2024
Q1 | $341K | Buy |
+2,852
| New | +$341K | 0.03% | 309 |
|