GJIA
Glass Jacobson 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 | $3.26M | Buy |
24,857
+149
| +0.6% | +$19.5K | 1.26% | 17 |
|
|
2025
Q1 | $3.09M | Hold |
24,708
| – | – | 1.01% | 22 |
|
|
2024
Q4 | $3.09M | Buy |
24,708
+739
| +3% | +$92.3K | 1.01% | 22 |
|
|
2024
Q3 | $3.07M | Buy |
23,969
+2,007
| +9% | +$257K | 1.02% | 22 |
|
|
2024
Q2 | $2.6M | Buy |
21,962
+1,774
| +9% | +$210K | 0.95% | 27 |
|
|
2024
Q1 | $2.41M | Buy |
20,188
+3,058
| +18% | +$365K | 0.91% | 26 |
|
|
2023
Q4 | $1.87M | Buy |
17,130
+2,772
| +19% | +$303K | 0.76% | 37 |
|
|
2023
Q3 | $1.46M | Buy |
14,358
+766
| +6% | +$77.7K | 0.67% | 43 |
|
|
2023
Q2 | $1.41M | Buy |
+13,592
| New | +$1.41M | 0.65% | 43 |
|
|
2022
Q4 | $1.22M | Buy |
+11,870
| New | +$1.22M | 0.6% | 45 |
|