HB Wealth Management’s Vanguard Mega Cap Value ETF MGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.5M | Buy |
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|
2025
Q2 | $11.8M | Sell |
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|
2025
Q1 | $12.2M | Buy |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $9.35M | Buy |
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|
2024
Q2 | $8.54M | Buy |
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|
2024
Q1 | $8.37M | Buy |
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|
2023
Q4 | $7.61M | Buy |
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|
2023
Q3 | $6.71M | Sell |
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|
2023
Q2 | $6.93M | Buy |
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|
2023
Q1 | $6.7M | Buy |
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|
2022
Q4 | $6.79M | Sell |
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|
2022
Q3 | $6.04M | Sell |
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|
2022
Q2 | $6.97M | Sell |
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|
2022
Q1 | $7.79M | Hold |
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|
2021
Q4 | $7.75M | Buy |
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