MGW
MB Generational Wealth’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,077
| Closed | -$290K | – | 56 |
|
|
2024
Q4 | $290K | Sell |
1,077
-12
| -1% | -$3.24K | 0.21% | 39 |
|
|
2024
Q3 | $287K | Sell |
1,089
-10
| -0.9% | -$2.63K | 0.21% | 43 |
|
|
2024
Q2 | $274K | Sell |
1,099
-2,128
| -66% | -$531K | 0.21% | 41 |
|
|
2024
Q1 | $276K | Buy |
3,227
+2,093
| +185% | +$179K | 0.22% | 41 |
|
|
2023
Q4 | $247K | Buy |
+1,134
| New | +$247K | 0.23% | 43 |
|