Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.11M | Buy |
12,287
+146
| +1% | +$13.1K | 0.05% | 348 |
|
|
2022
Q2 | $1.17M | Buy |
12,141
+74
| +0.6% | +$7.12K | 0.05% | 335 |
|
|
2022
Q1 | $1.3M | Buy |
12,067
+138
| +1% | +$14.8K | 0.05% | 327 |
|
|
2021
Q4 | $1.27M | Buy |
11,929
+147
| +1% | +$15.7K | 0.06% | 296 |
|
|
2021
Q3 | $1.15M | Hold |
11,782
| – | – | 0.06% | 308 |
|
|
2021
Q2 | $1.17M | Buy |
11,782
+125
| +1% | +$12.5K | 0.05% | 321 |
|
|
2021
Q1 | $1.11M | Sell |
11,657
-29
| -0.2% | -$2.76K | 0.06% | 287 |
|
|
2020
Q4 | $1.02M | Buy |
+11,686
| New | +$1.02M | 0.05% | 285 |
|
|
2020
Q2 | – | Sell |
-11,823
| Closed | -$780K | – | 354 |
|
|
2020
Q1 | $780K | Sell |
11,823
-693
| -6% | -$45.7K | 0.07% | 238 |
|
|
2019
Q4 | $1.1M | Hold |
12,516
| – | – | 0.08% | 240 |
|
|
2019
Q3 | $1.02M | Buy |
+12,516
| New | +$1.02M | 0.08% | 246 |
|