Geneos Wealth Management’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 | $196K | Sell |
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|
2025
Q2 | $193K | Sell |
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|
2025
Q1 | $420K | Buy |
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|
2024
Q4 | $163K | Buy |
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|
2024
Q3 | $102K | Buy |
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|
2024
Q2 | $34.2K | Hold |
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|
2024
Q1 | $34.5K | Hold |
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|
2023
Q4 | $31.6K | Buy |
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|
2023
Q3 | $20.3K | Hold |
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|
2023
Q2 | $20.8K | Hold |
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|
2023
Q1 | $20.2K | Sell |
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|
2022
Q4 | $69.8K | Buy |
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|
2022
Q3 | $22K | Sell |
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|
2022
Q2 | $53K | Buy |
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|
2022
Q1 | $52K | Hold |
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|
2021
Q4 | $52K | Buy |
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|
2021
Q3 | $23K | Hold |
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|
2021
Q2 | $23K | Sell |
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|
2021
Q1 | $62K | Buy |
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