Strategic Financial Partners’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
2026
Q1
$2.78M Sell
19,187
-643
-3% -$95.3K 1.2% 21
2025
Q4
$2.8M Sell
19,830
-338
-2% -$47K 1.21% 19
2025
Q3
$2.78M Buy
20,168
+13
+0.1% +$1.74K 1.27% 18
2025
Q2
$2.64M Buy
20,155
+34
+0.2% +$4.26K 1.23% 20
2025
Q1
$2.59M Sell
20,121
-25
-0.1% -$3.23K 1.37% 16
2024
Q4
$2.52M Sell
20,146
-135
-0.7% -$17.4K 1.28% 19
2024
Q3
$2.6M Buy
20,281
+471
+2% +$58.1K 1.33% 18
2024
Q2
$2.35M Sell
19,810
-501
-2% -$58.9K 1.29% 20
2024
Q1
$2.43M Buy
20,311
+301
+2% +$34.1K 1.34% 19
2023
Q4
$2.19M Sell
20,010
-2,038
-9% -$211K 1.27% 19
2023
Q3
$2.24M Sell
22,048
-120
-0.5% -$12.6K 1.36% 18
2023
Q2
$2.3M Sell
22,168
-44
-0.2% -$4.48K 1.31% 19
2023
Q1
$2.24M Sell
22,212
-977
-4% -$99.8K 1.37% 16
2022
Q4
$2.38M Sell
23,189
-529
-2% -$53.2K 1.46% 14
2022
Q3
$2.13M Sell
23,718
-1,665
-7% -$164K 1.36% 14
2022
Q2
$2.44M Sell
25,383
-262
-1% -$26.8K 1.43% 14
2022
Q1
$2.75M Sell
25,645
-2,514
-9% -$267K 1.4% 16
2021
Q4
$3.01M Sell
28,159
-549
-2% -$56.8K 1.48% 13
2021
Q3
$2.81M Buy
28,708
+550
+2% +$55.5K 1.51% 13
2021
Q2
$2.81M Buy
28,158
+1,515
+6% +$150K 1.55% 14
2021
Q1
$2.54M Sell
26,643
-343
-1% -$31.2K 1.5% 14
2020
Q4
$2.34M Sell
26,986
-866
-3% -$71K 1.53% 15
2020
Q3
$2.14M Sell
27,852
-3,643
-12% -$280K 1.67% 15
2020
Q2
$2.31M Sell
31,495
-12,608
-29% -$912K 1.91% 15
2020
Q1
$2.91M Sell
44,103
-4,347
-9% -$348K 3.1% 10
2019
Q4
$4.22M Buy
+48,450
New +$4.06M 3.46% 9

Other funds holding MGV