Martel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $546K | Buy |
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|
2025
Q2 | $518K | Hold |
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|
2025
Q1 | $508K | Buy |
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|
2024
Q4 | $490K | Buy |
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|
2024
Q3 | $501K | Buy |
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|
2024
Q2 | $457K | Hold |
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|
2024
Q1 | $461K | Buy |
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|
2023
Q4 | $419K | Buy |
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|
2023
Q3 | $386K | Sell |
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|
2023
Q2 | $458K | Buy |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $449K | Buy |
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|
2022
Q3 | $387K | Hold |
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|
2022
Q2 | $414K | Buy |
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|
2022
Q1 | $459K | Buy |
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|
2021
Q4 | $454K | Buy |
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|
2021
Q3 | $411K | Hold |
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|
2021
Q2 | $418K | Buy |
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|
2021
Q1 | $395K | Sell |
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|
2020
Q4 | $411K | Buy |
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|
2020
Q3 | $360K | Buy |
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|
2020
Q2 | $339K | Buy |
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|
2020
Q1 | $304K | Hold |
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|
2019
Q4 | $401K | Buy |
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|
2019
Q3 | $369K | Buy |
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|
2019
Q2 | $363K | Hold |
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|
2019
Q1 | $351K | Buy |
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|
2018
Q4 | $319K | Sell |
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|
2018
Q3 | $366K | Buy |
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