Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,619
| Closed | -$751K | – | 510 |
|
|
2019
Q4 | $751K | Sell |
8,619
-89,698
| -91% | -$7.82M | 0.09% | 226 |
|
|
2019
Q3 | $8.01M | Sell |
98,317
-19,340
| -16% | -$1.58M | 1.26% | 8 |
|
|
2019
Q2 | $9.47M | Sell |
117,657
-9,722
| -8% | -$783K | 1.59% | 6 |
|
|
2019
Q1 | $9.94M | Buy |
127,379
+36,951
| +41% | +$2.88M | 1.51% | 7 |
|
|
2018
Q4 | $6.46M | Buy |
90,428
+72,456
| +403% | +$5.18M | 1.41% | 6 |
|
|
2018
Q3 | $1.44M | Buy |
+17,972
| New | +$1.44M | 0.29% | 107 |
|