Doyle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,641
| Closed | -$230K | – | 203 |
|
|
2019
Q4 | $230K | Sell |
2,641
-8
| -0.3% | -$697 | 0.03% | 193 |
|
|
2019
Q3 | $216K | Buy |
2,649
+5
| +0.2% | +$408 | 0.03% | 186 |
|
|
2019
Q2 | $213K | Buy |
+2,644
| New | +$213K | 0.03% | 183 |
|
|
2019
Q1 | – | Sell |
-1,649
| Closed | -$118K | – | 515 |
|
|
2018
Q4 | $118K | Buy |
+1,649
| New | +$118K | 0.02% | 229 |
|