FIA
Foundations Investment Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
2,068
-18,161
| -90% | -$2.38M | ﹤0.01% | 780 |
|
|
2025
Q1 | $2.61M | Buy |
20,229
+1,822
| +10% | +$235K | 0.05% | 263 |
|
|
2024
Q4 | $2.3M | Buy |
+18,407
| New | +$2.3M | 0.04% | 267 |
|
|
2022
Q3 | – | Sell |
-59,242
| Closed | -$5.7M | – | 423 |
|
|
2022
Q2 | $5.7M | Buy |
+59,242
| New | +$5.7M | 0.24% | 49 |
|