ShoreHaven Wealth Partners’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
2023
Q3
Sell
-25,761
Closed -$2.67M 76
2023
Q2
$2.67M Buy
25,761
+19,826
+334% +$2.06M 1.79% 19
2023
Q1
$600K Buy
5,935
+2,550
+75% +$258K 0.42% 45
2022
Q4
$348K Buy
+3,385
New +$348K 0.25% 62