Vantage Financial Partners (Wisconsin)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,248
| Closed | -$231K | – | 91 |
|
|
2022
Q4 | $231K | Sell |
2,248
-223
| -9% | -$22.9K | 0.14% | 52 |
|
|
2022
Q3 | $222K | Buy |
2,471
+1
| +0% | +$90 | 0.15% | 50 |
|
|
2022
Q2 | $238K | Buy |
2,470
+13
| +0.5% | +$1.25K | 0.14% | 49 |
|
|
2022
Q1 | $264K | Buy |
2,457
+12
| +0.5% | +$1.29K | 0.13% | 50 |
|
|
2021
Q4 | $261K | Buy |
+2,445
| New | +$261K | 0.1% | 47 |
|