Sonoma Private Wealth’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 | $376K | Hold |
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|
2025
Q1 | $369K | Sell |
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|
2024
Q4 | $361K | Buy |
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|
2024
Q3 | $363K | Buy |
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|
2024
Q2 | $321K | Hold |
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|
2024
Q1 | $323K | Sell |
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|
2023
Q4 | $446K | Sell |
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|
2023
Q3 | $1.42M | Buy |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $1.06M | Buy |
|