Petix & Botte Financial’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.45M Hold
2025
Q1
$1.43M Sell
2024
Q4
$1.56M Sell
2024
Q3
$2.02M Buy
2024
Q2
$1.86M Buy
2024
Q1
$937K Sell
2023
Q4
$1.71M Sell
2023
Q3
$1.61M Buy
2023
Q2
$1.65M Buy
2023
Q1
$803K Buy
2022
Q3
$408K Hold
2022
Q2
$437K Sell
2022
Q1
$972K Buy
2021
Q4
$493K Sell
2021
Q3
$976K Buy
2021
Q2
$497K Sell
2021
Q1
$498K Sell
2020
Q4
$468K Sell
2020
Q3
$419K Sell
2020
Q2
$406K Buy
2020
Q1
$356K Sell
2019
Q4
$572K Buy