LRI Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Hold |
2,159
| – | – | 0.02% | 234 |
|
|
2025
Q1 | $278K | Buy |
2,159
+7
| +0.3% | +$902 | 0.03% | 223 |
|
|
2024
Q4 | $269K | Hold |
2,152
| – | – | 0.03% | 215 |
|
|
2024
Q3 | $280K | Buy |
2,152
+11
| +0.5% | +$1.43K | 0.03% | 222 |
|
|
2024
Q2 | $254K | Hold |
2,141
| – | – | 0.03% | 206 |
|
|
2024
Q1 | $256K | Buy |
+2,141
| New | +$256K | 0.06% | 121 |
|