Optivise Advisory Services’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	$485K	Buy	3,698 +447	+14%	+$58.6K	0.25%	95
2025 Q1	$419K	Buy	3,251 +69	+2%	+$8.89K	0.24%	92
2024 Q4	$397K	Buy	3,182 +445	+16%	+$55.6K	0.21%	105
2024 Q3	$351K	Sell	2,737 -32	-1%	-$4.11K	0.18%	105
2024 Q2	$328K	Buy	+2,769	New	+$328K	0.18%	119