LWS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $849K | Sell |
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|
2023
Q3 | $796K | Buy |
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|
2023
Q2 | $805K | Buy |
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|
2023
Q1 | $691K | Buy |
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|
2022
Q4 | $693K | Sell |
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|
2022
Q3 | $632K | Hold |
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|
2022
Q2 | $676K | Sell |
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|
2022
Q1 | $800K | Buy |
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|
2021
Q4 | $794K | Buy |
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|
2021
Q3 | $722K | Sell |
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|
2021
Q2 | $737K | Buy |
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|
2021
Q1 | $672K | Buy |
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|
2020
Q4 | $588K | Sell |
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|
2020
Q3 | $521K | Sell |
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|
2020
Q2 | $527K | Sell |
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|
2020
Q1 | $589K | Buy |
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|
2019
Q4 | $746K | Buy |
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