RIS
Retirement Income Solutions’s Vanguard Mega Cap Value ETF MGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Hold |
2,865
| – | – | 0.07% | 102 |
|
|
2025
Q1 | $369K | Hold |
2,865
| – | – | 0.08% | 91 |
|
|
2024
Q4 | $358K | Hold |
2,865
| – | – | 0.07% | 95 |
|
|
2024
Q3 | $368K | Sell |
2,865
-255
| -8% | -$32.7K | 0.08% | 92 |
|
|
2024
Q2 | $370K | Hold |
3,120
| – | – | 0.09% | 86 |
|
|
2024
Q1 | $373K | Hold |
3,120
| – | – | 0.08% | 93 |
|
|
2023
Q4 | $341K | Buy |
+3,120
| New | +$341K | 0.08% | 94 |
|