DWP
Destiny Wealth Partners’s Vanguard Mega Cap Value ETF MGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,695
| Closed | -$380K | – | 449 |
|
|
2022
Q4 | $380K | Sell |
3,695
-105,029
| -97% | -$10.8M | 0.08% | 112 |
|
|
2022
Q3 | $9.78M | Buy |
108,724
+251
| +0.2% | +$22.6K | 2.2% | 11 |
|
|
2022
Q2 | $10.4M | Buy |
108,473
+7,056
| +7% | +$679K | 2.3% | 10 |
|
|
2022
Q1 | $10.9M | Buy |
101,417
+14,098
| +16% | +$1.51M | 2.12% | 11 |
|
|
2021
Q4 | $9.33M | Buy |
87,319
+1,865
| +2% | +$199K | 1.8% | 14 |
|
|
2021
Q3 | $8.36M | Sell |
85,454
-8,964
| -9% | -$877K | 1.68% | 17 |
|
|
2021
Q2 | $9.41M | Sell |
94,418
-7,546
| -7% | -$752K | 1.8% | 14 |
|
|
2021
Q1 | $9.71M | Sell |
101,964
-5,790
| -5% | -$551K | 2.03% | 9 |
|
|
2020
Q4 | $9.36M | Buy |
+107,754
| New | +$9.36M | 1.95% | 10 |
|