Hilltop Wealth Advisors’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 | $2M | Sell |
15,247
-169
| -1% | -$22.2K | 1.12% | 21 |
|
|
2025
Q1 | $1.99M | Sell |
15,416
-74
| -0.5% | -$9.53K | 1.12% | 19 |
|
|
2024
Q4 | $1.93M | Sell |
15,490
-313
| -2% | -$39.1K | 0.98% | 21 |
|
|
2024
Q3 | $2.03M | Sell |
15,803
-782
| -5% | -$100K | 0.95% | 23 |
|
|
2024
Q2 | $1.97M | Sell |
16,585
-457
| -3% | -$54.2K | 0.99% | 19 |
|
|
2024
Q1 | $2.04M | Sell |
17,042
-105
| -0.6% | -$12.5K | 1.04% | 21 |
|
|
2023
Q4 | $1.88M | Sell |
17,147
-351
| -2% | -$38.4K | 1.07% | 21 |
|
|
2023
Q3 | $1.77M | Sell |
17,498
-664
| -4% | -$67.3K | 1.37% | 16 |
|
|
2023
Q2 | $1.88M | Sell |
18,162
-47
| -0.3% | -$4.88K | 1.39% | 15 |
|
|
2023
Q1 | $1.84M | Sell |
18,209
-760
| -4% | -$76.8K | 1.48% | 17 |
|
|
2022
Q4 | $1.95M | Sell |
18,969
-1,266
| -6% | -$130K | 1.65% | 14 |
|
|
2022
Q3 | $1.82M | Sell |
20,235
-217
| -1% | -$19.5K | 1.87% | 16 |
|
|
2022
Q2 | $1.97M | Sell |
20,452
-218
| -1% | -$21K | 1.92% | 12 |
|
|
2022
Q1 | $2.22M | Sell |
20,670
-1,165
| -5% | -$125K | 1.89% | 11 |
|
|
2021
Q4 | $2.33M | Sell |
21,835
-208
| -0.9% | -$22.2K | 1.62% | 13 |
|
|
2021
Q3 | $2.16M | Sell |
22,043
-547
| -2% | -$53.5K | 1.52% | 13 |
|
|
2021
Q2 | $2.25M | Sell |
22,590
-272
| -1% | -$27.1K | 1.59% | 13 |
|
|
2021
Q1 | $2.18M | Sell |
22,862
-220
| -1% | -$20.9K | 1.66% | 13 |
|
|
2020
Q4 | $2M | Sell |
23,082
-377
| -2% | -$32.7K | 1.78% | 12 |
|
|
2020
Q3 | $1.8M | Sell |
23,459
-77
| -0.3% | -$5.91K | 1.82% | 12 |
|
|
2020
Q2 | $1.72M | Sell |
23,536
-1,755
| -7% | -$128K | 1.89% | 12 |
|
|
2020
Q1 | $1.67M | Sell |
25,291
-4,051
| -14% | -$267K | 2.04% | 10 |
|
|
2019
Q4 | $2.56M | Buy |
+29,342
| New | +$2.56M | 2.65% | 10 |
|