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Pacific Capital Wealth Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$278K Hold
2,099
– – 0.05% 70
2025
Q1 		$270K Hold
2,099
– – 0.05% 71
2024
Q4 		$262K Hold
2,099
– – 0.04% 71
2024
Q3 		$269K Hold
2,099
– – 0.05% 66
2024
Q2 		$249K Buy
+2,099
New +$249K 0.05% 61