Von Berge Wealth Management Group’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 | $15.9M | Buy |
120,420
+3,149
| +3% | +$416K | 8.94% | 3 |
|
|
2025
Q1 | $14.4M | Buy |
117,271
+8,699
| +8% | +$1.07M | 9.27% | 2 |
|
|
2024
Q4 | $14.3M | Buy |
108,572
+3,491
| +3% | +$459K | 8.64% | 3 |
|
|
2024
Q3 | $13.8M | Buy |
105,081
+102
| +0.1% | +$13.4K | 8.53% | 3 |
|
|
2024
Q2 | $12.4M | Buy |
104,979
+534
| +0.5% | +$63.1K | 7.89% | 3 |
|
|
2024
Q1 | $12.5M | Buy |
104,445
+21,967
| +27% | +$2.63M | 8.03% | 3 |
|
|
2023
Q4 | $9.04M | Buy |
82,478
+6,919
| +9% | +$758K | 6.95% | 3 |
|
|
2023
Q3 | $7.66M | Buy |
75,559
+7,046
| +10% | +$714K | 6.54% | 6 |
|
|
2023
Q2 | $7.11M | Buy |
68,513
+4,668
| +7% | +$484K | 5.89% | 7 |
|
|
2023
Q1 | $6.51M | Buy |
63,845
+2,699
| +4% | +$275K | 5.82% | 5 |
|
|
2022
Q4 | $6.37M | Buy |
61,146
+6,151
| +11% | +$641K | 5.73% | 5 |
|
|
2022
Q3 | $5.02M | Buy |
54,995
+2,685
| +5% | +$245K | 5.33% | 6 |
|
|
2022
Q2 | $4.99M | Buy |
52,310
+4,774
| +10% | +$455K | 5.18% | 6 |
|
|
2022
Q1 | $5.11M | Buy |
47,536
+3,233
| +7% | +$347K | 4.65% | 7 |
|
|
2021
Q4 | $4.69M | Buy |
+44,303
| New | +$4.69M | 4.32% | 7 |
|