GoalVest Advisory’s Vanguard Mega Cap Value ETF MGV Stock Holding History

GoalVest Advisory’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.9K	Buy	+146	New	+$22.6K	﹤0.01%	287
2025 Q1	–	Sell	-132	Closed	-$16.5K	–	524
2024 Q4	$16.5K	Buy	+132	New	+$17K	﹤0.01%	257
2023 Q4	–	Sell	-112	Closed	-$11.4K	–	449
2023 Q3	$11.4K	Buy	+112	New	+$11.7K	0.01%	267
2021 Q1	–	Sell	-658	Closed	-$57K	–	211
2020 Q4	$57K	Buy	+658	New	+$54K	0.05%	114

Other funds holding MGV

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return