Summit Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Hold |
|
|||||
|
2025
Q1 | $431K | Sell |
|
|||||
|
2024
Q4 | $494K | Hold |
|
|||||
|
2024
Q3 | $507K | Hold |
|
|||||
|
2024
Q2 | $469K | Hold |
|
|||||
|
2024
Q1 | $473K | Hold |
|
|||||
|
2023
Q4 | $432K | Hold |
|
|||||
|
2023
Q3 | $401K | Sell |
|
|||||
|
2023
Q2 | $464K | Hold |
|
|||||
|
2023
Q1 | $452K | Sell |
|
|||||
|
2022
Q4 | $628K | Buy |
|
|||||
|
2022
Q3 | $402K | Buy |
|
|||||
|
2022
Q2 | $371K | Sell |
|
|||||
|
2022
Q1 | $463K | Sell |
|
|||||
|
2021
Q4 | $465K | Buy |
|
|||||
|
2021
Q3 | $425K | Hold |
|
|||||
|
2021
Q2 | $433K | Hold |
|
|||||
|
2021
Q1 | $413K | Hold |
|
|||||
|
2020
Q4 | $377K | Hold |
|
|||||
|
2020
Q3 | $333K | Buy |
|
|||||
|
2020
Q2 | $245K | Sell |
|
|||||
|
2020
Q1 | $311K | Hold |
|
|||||
|
2019
Q4 | $411K | Buy |
|