Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-84
| Closed | -$8.72K | – | 489 |
|
|
2023
Q2 | $8.72K | Buy |
+84
| New | +$8.72K | ﹤0.01% | 304 |
|
|
2021
Q2 | – | Sell |
-323
| Closed | -$31K | – | 479 |
|
|
2021
Q1 | $31K | Buy |
+323
| New | +$31K | 0.01% | 217 |
|
|
2020
Q2 | – | Sell |
-51
| Closed | -$3K | – | 644 |
|
|
2020
Q1 | $3K | Sell |
51
-42
| -45% | -$2.47K | ﹤0.01% | 476 |
|
|
2019
Q4 | $8K | Sell |
93
-39
| -30% | -$3.36K | ﹤0.01% | 380 |
|
|
2019
Q3 | $11K | Sell |
132
-312
| -70% | -$26K | 0.01% | 314 |
|
|
2019
Q2 | $36K | Buy |
+444
| New | +$36K | 0.02% | 199 |
|