Encompass Wealth Advisors’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 | $3.67M | Buy |
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|
2025
Q1 | $3.6M | Buy |
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|
2024
Q4 | $3.49M | Buy |
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|
2024
Q3 | $3.58M | Buy |
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|
2024
Q2 | $3.26M | Buy |
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|
2024
Q1 | $3.27M | Sell |
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|
2023
Q4 | $3.01M | Sell |
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|
2023
Q3 | $2.93M | Sell |
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|
2023
Q2 | $3M | Sell |
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|
2023
Q1 | $3.15M | Sell |
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|
2022
Q4 | $3.31M | Buy |
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|
2022
Q3 | $2.67M | Sell |
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|
2022
Q2 | $3.44M | Sell |
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|
2022
Q1 | $6.54M | Buy |
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|
2021
Q4 | $5.1M | Buy |
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|
2021
Q3 | $4.53M | Buy |
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|
2021
Q2 | $4.34M | Buy |
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|
2021
Q1 | $4.13M | Buy |
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|
2020
Q4 | $1.62M | Buy |
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