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Martel Wealth Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Martel Wealth Advisors’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$518K Hold
3,945
– – 0.1% 44
2025
Q1 		$508K Buy
3,945
+21
+0.5% +$2.71K 0.1% 41
2024
Q4 		$490K Buy
3,924
+22
+0.6% +$2.75K 0.1% 43
2024
Q3 		$501K Buy
3,902
+46
+1% +$5.9K 0.1% 33
2024
Q2 		$457K Hold
3,856
– – 0.1% 36
2024
Q1 		$461K Buy
3,856
+23
+0.6% +$2.75K 0.1% 36
2023
Q4 		$419K Buy
3,833
+27
+0.7% +$2.95K 0.1% 36
2023
Q3 		$386K Sell
3,806
-609
-14% -$61.8K 0.1% 36
2023
Q2 		$458K Buy
4,415
+28
+0.6% +$2.91K 0.11% 34
2023
Q1 		$443K Buy
4,387
+26
+0.6% +$2.63K 0.11% 32
2022
Q4 		$449K Buy
4,361
+61
+1% +$6.27K 0.12% 35
2022
Q3 		$387K Hold
4,300
– – 0.11% 35
2022
Q2 		$414K Buy
4,300
+26
+0.6% +$2.5K 0.11% 36
2022
Q1 		$459K Buy
4,274
+21
+0.5% +$2.25K 0.11% 36
2021
Q4 		$454K Buy
4,253
+53
+1% +$5.66K 0.11% 35
2021
Q3 		$411K Hold
4,200
– – 0.1% 37
2021
Q2 		$418K Buy
4,200
+47
+1% +$4.68K 0.11% 37
2021
Q1 		$395K Sell
4,153
-580
-12% -$55.2K 0.11% 36
2020
Q4 		$411K Buy
4,733
+36
+0.8% +$3.13K 0.12% 37
2020
Q3 		$360K Buy
4,697
+60
+1% +$4.6K 0.12% 35
2020
Q2 		$339K Buy
4,637
+37
+0.8% +$2.71K 0.12% 34
2020
Q1 		$304K Hold
4,600
– – 0.12% 33
2019
Q4 		$401K Buy
4,600
+64
+1% +$5.58K 0.14% 32
2019
Q3 		$369K Buy
4,536
+32
+0.7% +$2.61K 0.13% 31
2019
Q2 		$363K Hold
4,504
– – 0.13% 31
2019
Q1 		$351K Buy
4,504
+34
+0.8% +$2.65K 0.13% 31
2018
Q4 		$319K Sell
4,470
-104
-2% -$7.43K 0.13% 33
2018
Q3 		$366K Buy
+4,574
New +$366K 0.14% 29