Goldstone Financial Group’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
Q2 | $678K | Buy |
5,082
+295
| +6% | +$39.4K | 0.09% | 131 |
|
|
2025
Q1 | $617K | Sell |
4,787
-726
| -13% | -$93.5K | 0.09% | 119 |
|
|
2024
Q4 | $689K | Buy |
5,513
+12
| +0.2% | +$1.5K | 0.11% | 108 |
|
|
2024
Q3 | $706K | Sell |
5,501
-391
| -7% | -$50.2K | 0.12% | 99 |
|
|
2024
Q2 | $698K | Sell |
5,892
-418
| -7% | -$49.5K | 0.14% | 98 |
|
|
2024
Q1 | $754K | Sell |
6,310
-304
| -5% | -$36.3K | 0.17% | 84 |
|
|
2023
Q4 | $723K | Sell |
6,614
-2,482
| -27% | -$271K | 0.19% | 85 |
|
|
2023
Q3 | $922K | Buy |
9,096
+268
| +3% | +$27.2K | 0.27% | 74 |
|
|
2023
Q2 | $916K | Buy |
8,828
+2,528
| +40% | +$262K | 0.27% | 67 |
|
|
2023
Q1 | $636K | Buy |
+6,300
| New | +$636K | 0.21% | 77 |
|