FRG Family Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,900
| Closed | -$310K | – | 146 |
|
|
2021
Q4 | $310K | Hold |
2,900
| – | – | 0.06% | 124 |
|
|
2021
Q3 | $284K | Hold |
2,900
| – | – | 0.06% | 121 |
|
|
2021
Q2 | $289K | Hold |
2,900
| – | – | 0.05% | 123 |
|
|
2021
Q1 | $276K | Buy |
2,900
+500
| +21% | +$47.6K | 0.06% | 117 |
|
|
2020
Q4 | $208K | Buy |
+2,400
| New | +$208K | 0.05% | 127 |
|