MWA
MFA Wealth Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
125,779
+229
| +0.2% | +$30K | 3.87% | 6 |
|
|
2025
Q1 | $16.2M | Buy |
125,550
+2,104
| +2% | +$271K | 4% | 6 |
|
|
2024
Q4 | $15.4M | Buy |
123,446
+19,490
| +19% | +$2.43M | 3.95% | 7 |
|
|
2024
Q3 | $13.3M | Buy |
+103,956
| New | +$13.3M | 2.92% | 10 |
|
|
2023
Q2 | – | Sell |
-250,911
| Closed | -$25.3M | – | 81 |
|
|
2023
Q1 | $25.3M | Buy |
250,911
+6,932
| +3% | +$700K | 8.35% | 4 |
|
|
2022
Q4 | $25.1M | Sell |
243,979
-2,381
| -1% | -$245K | 9.09% | 3 |
|
|
2022
Q3 | $22.2M | Buy |
246,360
+24,765
| +11% | +$2.23M | 8.2% | 3 |
|
|
2022
Q2 | $21.3M | Buy |
+221,595
| New | +$21.3M | 7.78% | 3 |
|