Stonebridge Financial Planning Group’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
$1.99M Buy
15,162
+5,040
+50% +$661K 0.83% 36
2025
Q1
$1.3M Buy
+10,122
New +$1.3M 0.6% 52