Heritage Wealth Management (Arizona)’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
2022
Q3
Sell
-2,487
Closed -$239K 1065
2022
Q2
$239K Hold
2,487
0.08% 199
2022
Q1
$267K Buy
+2,487
New +$267K 0.07% 213