Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
13,609
+112
| +0.8% | +$14.7K | 0.07% | 289 |
|
|
2025
Q1 | $1.74M | Buy |
+13,497
| New | +$1.74M | 0.08% | 268 |
|
|
2021
Q2 | – | Sell |
-1,356
| Closed | -$137K | – | 1856 |
|
|
2021
Q1 | $137K | Buy |
1,356
+1,044
| +335% | +$105K | ﹤0.01% | 1229 |
|
|
2020
Q4 | $27K | Buy |
312
+167
| +115% | +$14.5K | ﹤0.01% | 1618 |
|
|
2020
Q3 | $11K | Buy |
145
+2
| +1% | +$152 | ﹤0.01% | 1781 |
|
|
2020
Q2 | $10K | Buy |
143
+1
| +0.7% | +$70 | ﹤0.01% | 1698 |
|
|
2020
Q1 | $9K | Hold |
142
| – | – | ﹤0.01% | 1638 |
|
|
2019
Q4 | $12K | Buy |
142
+2
| +1% | +$169 | ﹤0.01% | 1628 |
|
|
2019
Q3 | $11K | Buy |
+140
| New | +$11K | ﹤0.01% | 1505 |
|