Fusion Family Wealth’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
Q3 | $453K | Hold |
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|
2025
Q2 | $432K | Hold |
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|
2025
Q1 | $424K | Hold |
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|
2024
Q4 | $411K | Hold |
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|
2024
Q3 | $422K | Hold |
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|
2024
Q2 | $390K | Hold |
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|
2024
Q1 | $393K | Hold |
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|
2023
Q4 | $360K | Hold |
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $341K | Hold |
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|
2023
Q1 | $332K | Hold |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $376K | Buy |
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|
2022
Q2 | $316K | Sell |
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|
2022
Q1 | $380K | Hold |
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|
2021
Q4 | $378K | Sell |
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|
2021
Q3 | $376K | Hold |
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|
2021
Q2 | $383K | Hold |
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|
2021
Q1 | $366K | Hold |
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|
2020
Q4 | $333K | Hold |
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|
2020
Q3 | $295K | Hold |
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|
2020
Q2 | $281K | Hold |
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|
2020
Q1 | $253K | Hold |
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|
2019
Q4 | $335K | Hold |
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|
2019
Q3 | $313K | Hold |
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|
2019
Q2 | $309K | Hold |
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|
2019
Q1 | $300K | Hold |
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|
2018
Q4 | $274K | Hold |
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|
2018
Q3 | $307K | Hold |
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|
2018
Q2 | $286K | Hold |
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|
2018
Q1 | $284K | Hold |
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|
2017
Q4 | $294K | Hold |
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|
2017
Q3 | $276K | Hold |
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|
2017
Q2 | $266K | Hold |
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|
2017
Q1 | $263K | Buy |
|