Life Planning Partners’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
Q1 | – | Sell |
-231
| Closed | -$25.3K | – | 166 |
|
|
2023
Q4 | $25.3K | Buy |
+231
| New | +$25.3K | 0.02% | 128 |
|
|
2022
Q3 | $33.8K | Hold |
376
| – | – | 0.04% | 99 |
|
|
2022
Q2 | $36K | Hold |
376
| – | – | 0.04% | 100 |
|
|
2022
Q1 | $40K | Hold |
376
| – | – | 0.04% | 99 |
|
|
2021
Q4 | $40K | Buy |
+376
| New | +$40K | 0.04% | 95 |
|