Steward Partners Investment Advisory’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 | $582K | Sell |
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|
2025
Q1 | $605K | Buy |
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|
2024
Q4 | $247K | Hold |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $235K | Hold |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $221K | Hold |
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|
2023
Q3 | $205K | Hold |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $229K | Hold |
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|
2022
Q3 | $200K | Sell |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $273K | Hold |
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|
2021
Q4 | $272K | Hold |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $254K | Sell |
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|
2021
Q1 | $487K | Buy |
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|
2020
Q4 | $203K | Buy |
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|
2020
Q3 | $176K | Hold |
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|
2020
Q2 | $168K | Buy |
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