EverSource 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 | $4.84M | Sell |
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|
2025
Q1 | $4.78M | Sell |
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|
2024
Q4 | $4.85M | Sell |
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|
2024
Q3 | $5.05M | Buy |
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|
2024
Q2 | $4.87M | Sell |
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|
2024
Q1 | $4.56M | Sell |
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|
2023
Q4 | $4.48M | Buy |
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|
2023
Q3 | $4.03M | Sell |
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|
2023
Q2 | $4.2M | Buy |
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|
2023
Q1 | $4.05M | Sell |
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|
2022
Q4 | $4.13M | Buy |
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|
2022
Q3 | $3.59M | Sell |
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|
2022
Q2 | $4.24M | Sell |
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|
2022
Q1 | $5.86M | Sell |
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|
2021
Q4 | $6.29M | Buy |
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