MGIA
Moneta Group Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366M | Buy |
1,282,119
+183,713
| +17% | +$52.4M | 4.36% | 3 |
|
|
2025
Q1 | $282M | Buy |
1,098,406
+59,836
| +6% | +$15.4M | 3.89% | 5 |
|
|
2024
Q4 | $280M | Sell |
1,038,570
-1,254
| -0.1% | -$338K | 3.92% | 5 |
|
|
2024
Q3 | $274M | Buy |
1,039,824
+19,052
| +2% | +$5.02M | 3.98% | 5 |
|
|
2024
Q2 | $255M | Sell |
1,020,772
-2,719
| -0.3% | -$679K | 4.07% | 4 |
|
|
2024
Q1 | $245M | Buy |
1,023,491
+32,686
| +3% | +$7.84M | 4% | 4 |
|
|
2023
Q4 | $216M | Buy |
990,805
+16,160
| +2% | +$3.53M | 4.27% | 4 |
|
|
2023
Q3 | $191M | Buy |
974,645
+34,952
| +4% | +$6.84M | 4.33% | 4 |
|
|
2023
Q2 | $190M | Buy |
939,693
+36,397
| +4% | +$7.38M | 4.22% | 4 |
|
|
2023
Q1 | $169M | Buy |
903,296
+92,708
| +11% | +$17.3M | 4.05% | 4 |
|
|
2022
Q4 | $150M | Buy |
810,588
+98,213
| +14% | +$18.2M | 4.12% | 4 |
|
|
2022
Q3 | $117M | Sell |
712,375
-40,384
| -5% | -$6.61M | 4.44% | 3 |
|
|
2022
Q2 | $130M | Buy |
752,759
+356,395
| +90% | +$61.4M | 4.43% | 2 |
|
|
2022
Q1 | $82.6M | Buy |
396,364
+148,079
| +60% | +$30.9M | 3.24% | 3 |
|
|
2021
Q4 | $54.9M | Buy |
248,285
+1,893
| +0.8% | +$418K | 2.23% | 12 |
|
|
2021
Q3 | $49.5M | Buy |
246,392
+12,011
| +5% | +$2.41M | 2.28% | 11 |
|
|
2021
Q2 | $47.1M | Buy |
234,381
+19,637
| +9% | +$3.94M | 2.17% | 11 |
|
|
2021
Q1 | $39.8M | Buy |
214,744
+27,684
| +15% | +$5.13M | 2.1% | 14 |
|
|
2020
Q4 | $32.9M | Buy |
187,060
+11,715
| +7% | +$2.06M | 2.36% | 9 |
|
|
2020
Q3 | $27.4M | Sell |
175,345
-7,907
| -4% | -$1.24M | 2.39% | 9 |
|
|
2020
Q2 | $26.2M | Sell |
183,252
-13,995
| -7% | -$2M | 2.49% | 10 |
|
|
2020
Q1 | $23.4M | Buy |
197,247
+67,789
| +52% | +$8.03M | 2.43% | 11 |
|
|
2019
Q4 | $19.1M | Buy |
129,458
+20,458
| +19% | +$3.02M | 1.61% | 16 |
|
|
2019
Q3 | $14.9M | Buy |
109,000
+49,009
| +82% | +$6.68M | 1.39% | 19 |
|
|
2019
Q2 | $8.08M | Buy |
59,991
+34,744
| +138% | +$4.68M | 0.8% | 31 |
|
|
2019
Q1 | $3.28M | Buy |
25,247
+10,211
| +68% | +$1.33M | 0.34% | 54 |
|
|
2018
Q4 | $1.73M | Sell |
15,036
-7,358
| -33% | -$845K | 0.21% | 78 |
|
|
2018
Q3 | $2.99M | Buy |
22,394
+16,472
| +278% | +$2.2M | 0.31% | 60 |
|
|
2018
Q2 | $739K | Buy |
5,922
+3,858
| +187% | +$481K | 0.08% | 138 |
|
|
2018
Q1 | $250K | Buy |
2,064
+1,970
| +2,096% | +$239K | 0.03% | 176 |
|
|
2017
Q4 | $12K | Buy |
+94
| New | +$12K | ﹤0.01% | 327 |
|