HNWAG
High Net Worth Advisory Group’s Vanguard Mega Cap Value ETF MGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
8,813
| – | – | 0.31% | 72 |
|
|
2025
Q1 | $1.14M | Hold |
8,813
| – | – | 0.32% | 73 |
|
|
2024
Q4 | $1.1M | Hold |
8,813
| – | – | 0.31% | 74 |
|
|
2024
Q3 | $1.13M | Hold |
8,813
| – | – | 0.31% | 72 |
|
|
2024
Q2 | $1.04M | Hold |
8,813
| – | – | 0.32% | 69 |
|
|
2024
Q1 | $1.05M | Buy |
8,813
+1,711
| +24% | +$204K | 0.33% | 73 |
|
|
2023
Q4 | $777K | Buy |
7,102
+1,000
| +16% | +$109K | 0.29% | 82 |
|
|
2023
Q3 | $619K | Hold |
6,102
| – | – | 0.25% | 92 |
|
|
2023
Q2 | $633K | Hold |
6,102
| – | – | 0.25% | 94 |
|
|
2023
Q1 | $616K | Hold |
6,102
| – | – | 0.25% | 95 |
|
|
2022
Q4 | $628K | Buy |
6,102
+1
| +0% | +$103 | 0.24% | 96 |
|
|
2022
Q3 | $549K | Buy |
6,101
+3,000
| +97% | +$270K | 0.23% | 95 |
|
|
2022
Q2 | $298K | Buy |
+3,101
| New | +$298K | 0.12% | 142 |
|