JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25
| Closed | -$2.96K | – | 1997 |
|
|
2024
Q2 | $2.96K | Hold |
25
| – | – | ﹤0.01% | 1282 |
|
|
2024
Q1 | $2.99K | Hold |
25
| – | – | ﹤0.01% | 1297 |
|
|
2023
Q4 | $2.74K | Hold |
25
| – | – | ﹤0.01% | 1301 |
|
|
2023
Q3 | $2.54K | Hold |
25
| – | – | ﹤0.01% | 1271 |
|
|
2023
Q2 | $2.59K | Hold |
25
| – | – | ﹤0.01% | 1287 |
|
|
2023
Q1 | $2.53K | Hold |
25
| – | – | ﹤0.01% | 1273 |
|
|
2022
Q4 | $2.57K | Hold |
25
| – | – | ﹤0.01% | 1271 |
|
|
2022
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 1349 |
|
|
2022
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1347 |
|
|
2022
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 1277 |
|
|
2021
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 964 |
|
|
2021
Q3 | $2K | Sell |
25
-9
| -26% | -$720 | ﹤0.01% | 778 |
|
|
2021
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 528 |
|
|
2021
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 515 |
|
|
2020
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 512 |
|
|
2020
Q3 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 484 |
|