Robinswood Financial’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Robinswood Financial’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.4K	Hold	253	–	–	0.01%	165
2026 Q1	$36.7K	Hold	253	–	–	0.01%	167
2025 Q4	$35.8K	Hold	253	–	–	0.01%	170
2025 Q3	$34.8K	Hold	253	–	–	0.01%	164
2025 Q2	$33.2K	Hold	253	–	–	0.01%	169
2025 Q1	$32.6K	Buy	253 +24	+10%	+$3.1K	0.01%	160
2024 Q4	$28.6K	Sell	229 -45	-16%	-$5.81K	0.01%	151
2024 Q3	$35.1K	Hold	274	–	–	0.01%	146
2024 Q2	$32.5K	Hold	274	–	–	0.01%	147
2024 Q1	$32.6K	Hold	274	–	–	0.01%	115
2023 Q4	$30K	Hold	274	–	–	0.01%	109
2023 Q3	$27.8K	Buy	274 +213	+349%	+$22.3K	0.01%	106
2023 Q2	$6.33K	Buy	+61	New	+$6.21K	﹤0.01%	151

Other funds holding MGV

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return