Iams Wealth 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
2025 Q2	$538K	Buy	+4,102	New	+$538K	0.25%	108
2023 Q1	–	Sell	-7,042	Closed	-$724K	–	110
2022 Q4	$724K	Buy	+7,042	New	+$724K	0.74%	44