Meridian Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Hold |
6,090
| – | – | 0.03% | 353 |
|
|
2025
Q1 | $785K | Buy |
6,090
+882
| +17% | +$114K | 0.04% | 332 |
|
|
2024
Q4 | $651K | Buy |
5,208
+2
| +0% | +$250 | 0.03% | 366 |
|
|
2024
Q3 | $668K | Buy |
+5,206
| New | +$668K | 0.03% | 362 |
|
|
2024
Q1 | – | Sell |
-4,998
| Closed | -$547K | – | 377 |
|
|
2023
Q4 | $547K | Sell |
4,998
-70
| -1% | -$7.66K | 0.03% | 366 |
|
|
2023
Q3 | $514K | Buy |
5,068
+251
| +5% | +$25.5K | 0.03% | 362 |
|
|
2023
Q2 | $500K | Sell |
4,817
-560
| -10% | -$58.1K | 0.04% | 330 |
|
|
2023
Q1 | $543K | Sell |
5,377
-6
| -0.1% | -$606 | 0.05% | 301 |
|
|
2022
Q4 | $554K | Buy |
+5,383
| New | +$554K | 0.05% | 290 |
|
|
2022
Q3 | – | Sell |
-6,632
| Closed | -$638K | – | 544 |
|
|
2022
Q2 | $638K | Buy |
+6,632
| New | +$638K | 0.05% | 300 |
|