United Capital Financial Advisors’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 | $3.1M | Hold |
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|
2025
Q1 | $3.05M | Sell |
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|
2024
Q4 | $2.96M | Buy |
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|
2024
Q3 | $3.03M | Hold |
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|
2024
Q2 | $2.8M | Buy |
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|
2024
Q1 | $2.8M | Sell |
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|
2023
Q4 | $2.59M | Sell |
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|
2023
Q3 | $2.71M | Buy |
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|
2023
Q2 | $2.76M | Hold |
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|
2023
Q1 | $2.68M | Sell |
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|
2022
Q4 | $3.09M | Sell |
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|
2022
Q3 | $4.3M | Sell |
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|
2022
Q2 | $4.74M | Buy |
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|
2022
Q1 | $5.11M | Sell |
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|
2021
Q4 | $5.17M | Sell |
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|
2021
Q3 | $4.86M | Sell |
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|
2021
Q2 | $5.03M | Sell |
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|
2021
Q1 | $4.96M | Buy |
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|
2020
Q4 | $4.5M | Sell |
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|
2020
Q3 | $4M | Sell |
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|
2020
Q2 | $3.96M | Sell |
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|
2020
Q1 | $3.74M | Sell |
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|
2019
Q4 | $5.36M | Buy |
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|
2019
Q3 | $5M | Sell |
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|
2019
Q2 | $4.99M | Sell |
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|
2019
Q1 | $4.84M | Buy |
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|
2018
Q4 | $4.07M | Buy |
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|
2018
Q3 | $224K | Buy |
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