H&H Retirement Design & Management’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
Q1
Sell
-5,644
Closed -$595K 81
2022
Q4
$595K Buy
5,644
+5
+0.1% +$527 0.5% 35
2022
Q3
$520K Sell
5,639
-366
-6% -$33.8K 0.49% 36
2022
Q2
$602K Buy
+6,005
New +$602K 0.44% 40