Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.01M | Sell |
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|
2024
Q1 | $2.8M | Hold |
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|
2023
Q4 | $2.8M | Sell |
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|
2023
Q3 | $2.65M | Sell |
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|
2023
Q2 | $2.74M | Sell |
|
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|
2023
Q1 | $2.75M | Buy |
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|
2022
Q4 | $2.79M | Buy |
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|
2022
Q3 | $2.43M | Buy |
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|
2022
Q2 | $2.59M | Sell |
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|
2022
Q1 | $3M | Sell |
|
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|
2021
Q4 | $3.03M | Buy |
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|
2021
Q3 | $2.69M | Sell |
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|
2021
Q2 | $2.86M | Sell |
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|
2021
Q1 | $2.79M | Sell |
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|
2020
Q4 | $2.94M | Buy |
|