Moneta Group Investment Advisors’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 | $1.92M | Buy |
14,668
+3,131
| +27% | +$411K | 0.02% | 228 |
|
|
2025
Q1 | $1.49M | Sell |
11,537
-230
| -2% | -$29.6K | 0.02% | 240 |
|
|
2024
Q4 | $1.47M | Buy |
11,767
+230
| +2% | +$28.7K | 0.02% | 243 |
|
|
2024
Q3 | $1.48M | Sell |
11,537
-10
| -0.1% | -$1.28K | 0.02% | 236 |
|
|
2024
Q2 | $1.37M | Sell |
11,547
-5,433
| -32% | -$644K | 0.02% | 230 |
|
|
2024
Q1 | $2.03M | Hold |
16,980
| – | – | 0.03% | 189 |
|
|
2023
Q4 | $1.86M | Hold |
16,980
| – | – | 0.04% | 179 |
|
|
2023
Q3 | $1.72M | Hold |
16,980
| – | – | 0.04% | 173 |
|
|
2023
Q2 | $1.76M | Buy |
16,980
+4,502
| +36% | +$467K | 0.04% | 175 |
|
|
2023
Q1 | $1.26M | Buy |
12,478
+1,952
| +19% | +$197K | 0.03% | 197 |
|
|
2022
Q4 | $1.1M | Sell |
10,526
-140
| -1% | -$14.7K | 0.03% | 197 |
|
|
2022
Q3 | $959K | Buy |
10,666
+664
| +7% | +$59.7K | 0.04% | 195 |
|
|
2022
Q2 | $962K | Buy |
+10,002
| New | +$962K | 0.03% | 208 |
|