EP 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 | $1.55M | Sell |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.6M | Sell |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $1.89M | Sell |
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|
2023
Q4 | $1.76M | Sell |
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|
2023
Q3 | $1.75M | Buy |
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|
2023
Q2 | $1.84M | Buy |
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|
2023
Q1 | $201K | Sell |
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|
2022
Q4 | $2.07M | Sell |
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|
2022
Q3 | $2.04M | Sell |
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|
2022
Q2 | $2.21M | Sell |
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|
2022
Q1 | $2.54M | Sell |
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|
2021
Q4 | $2.57M | Sell |
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|
2021
Q3 | $2.62M | Sell |
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|
2021
Q2 | $5.89M | Sell |
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|
2021
Q1 | $6.59M | Buy |
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|
2020
Q4 | $311K | Buy |
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