United Capital Financial Advisors’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 | $3.1M | Hold |
23,640
| – | – | 0.03% | 352 |
|
|
2025
Q1 | $3.05M | Sell |
23,640
-18
| -0.1% | -$2.32K | 0.03% | 350 |
|
|
2024
Q4 | $2.96M | Buy |
23,658
+18
| +0.1% | +$2.25K | 0.02% | 341 |
|
|
2024
Q3 | $3.03M | Hold |
23,640
| – | – | 0.03% | 340 |
|
|
2024
Q2 | $2.8M | Buy |
23,640
+220
| +0.9% | +$26.1K | 0.02% | 343 |
|
|
2024
Q1 | $2.8M | Sell |
23,420
-290
| -1% | -$34.7K | 0.02% | 369 |
|
|
2023
Q4 | $2.59M | Sell |
23,710
-3,037
| -11% | -$332K | 0.02% | 374 |
|
|
2023
Q3 | $2.71M | Buy |
26,747
+176
| +0.7% | +$17.8K | 0.02% | 379 |
|
|
2023
Q2 | $2.76M | Hold |
26,571
| – | – | 0.02% | 397 |
|
|
2023
Q1 | $2.68M | Sell |
26,571
-3,487
| -12% | -$352K | 0.02% | 404 |
|
|
2022
Q4 | $3.09M | Sell |
30,058
-17,729
| -37% | -$1.82M | 0.02% | 398 |
|
|
2022
Q3 | $4.3M | Sell |
47,787
-1,531
| -3% | -$138K | 0.03% | 345 |
|
|
2022
Q2 | $4.74M | Buy |
49,318
+1,672
| +4% | +$161K | 0.03% | 344 |
|
|
2022
Q1 | $5.11M | Sell |
47,646
-773
| -2% | -$83K | 0.02% | 363 |
|
|
2021
Q4 | $5.17M | Sell |
48,419
-1,202
| -2% | -$128K | 0.02% | 368 |
|
|
2021
Q3 | $4.86M | Sell |
49,621
-840
| -2% | -$82.2K | 0.02% | 380 |
|
|
2021
Q2 | $5.03M | Sell |
50,461
-1,644
| -3% | -$164K | 0.03% | 375 |
|
|
2021
Q1 | $4.96M | Buy |
52,105
+268
| +0.5% | +$25.5K | 0.03% | 360 |
|
|
2020
Q4 | $4.5M | Sell |
51,837
-345
| -0.7% | -$30K | 0.03% | 371 |
|
|
2020
Q3 | $4M | Sell |
52,182
-1,899
| -4% | -$146K | 0.03% | 373 |
|
|
2020
Q2 | $3.96M | Sell |
54,081
-2,598
| -5% | -$190K | 0.03% | 396 |
|
|
2020
Q1 | $3.74M | Sell |
56,679
-4,820
| -8% | -$318K | 0.03% | 385 |
|
|
2019
Q4 | $5.36M | Buy |
61,499
+168
| +0.3% | +$14.6K | 0.03% | 409 |
|
|
2019
Q3 | $5M | Sell |
61,331
-687
| -1% | -$56K | 0.03% | 414 |
|
|
2019
Q2 | $4.99M | Sell |
62,018
-80
| -0.1% | -$6.44K | 0.03% | 425 |
|
|
2019
Q1 | $4.85M | Buy |
62,098
+5,133
| +9% | +$400K | 0.03% | 420 |
|
|
2018
Q4 | $4.07M | Buy |
56,965
+54,168
| +1,937% | +$3.87M | 0.03% | 415 |
|
|
2018
Q3 | $224K | Buy |
+2,797
| New | +$224K | ﹤0.01% | 1221 |
|