J.W. Cole Advisors’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
Q2 | $1.64M | Buy |
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|
2025
Q1 | $703K | Sell |
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|
2024
Q4 | $814K | Buy |
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|
2024
Q3 | $743K | Sell |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $2.65M | Sell |
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|
2023
Q3 | $2.86M | Sell |
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|
2023
Q2 | $3.53M | Sell |
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|
2023
Q1 | $4.58M | Buy |
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|
2022
Q4 | $3M | Buy |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $749K | Buy |
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|
2022
Q1 | $777K | Buy |
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|
2021
Q4 | $446K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $498K | Sell |
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|
2021
Q1 | $480K | Buy |
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|
2020
Q4 | $437K | Sell |
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|
2020
Q3 | $505K | Buy |
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