GoalVest 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-132
| Closed | -$16.5K | – | 524 |
|
2024
Q4 | $16.5K | Buy |
+132
| New | +$16.5K | ﹤0.01% | 257 |
|
2023
Q4 | – | Sell |
-112
| Closed | -$11.4K | – | 449 |
|
2023
Q3 | $11.4K | Buy |
+112
| New | +$11.4K | 0.01% | 267 |
|
2021
Q1 | – | Sell |
-658
| Closed | -$57K | – | 211 |
|
2020
Q4 | $57K | Buy |
+658
| New | +$57K | 0.05% | 114 |
|