Johanson Financial 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $2.15M | Buy |
20,125
+7,784
| +63% | +$832K | 0.66% | 40 |
|
2021
Q3 | $1.21M | Buy |
12,341
+1,723
| +16% | +$169K | 0.42% | 54 |
|
2021
Q2 | $1.06M | Buy |
10,618
+2,034
| +24% | +$204K | 0.36% | 60 |
|
2021
Q1 | $831K | Buy |
8,584
+1,448
| +20% | +$140K | 0.3% | 66 |
|
2020
Q4 | $620K | Buy |
7,136
+1,289
| +22% | +$112K | 0.25% | 72 |
|
2020
Q3 | $454K | Buy |
5,847
+1,280
| +28% | +$99.4K | 0.2% | 77 |
|
2020
Q2 | $334K | Buy |
+4,567
| New | +$334K | 0.17% | 81 |
|