WA
Waverly Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
111,079
+1,150
| +1% | +$151K | 0.16% | 128 |
|
|
2025
Q1 | $14.2M | Buy |
109,929
+977
| +0.9% | +$126K | 0.17% | 123 |
|
|
2024
Q4 | $13.6M | Buy |
108,952
+104,034
| +2,115% | +$13M | 0.21% | 101 |
|
|
2024
Q3 | $631K | Buy |
4,918
+249
| +5% | +$31.9K | 0.01% | 538 |
|
|
2024
Q2 | $553K | Buy |
4,669
+2,492
| +114% | +$295K | 0.01% | 557 |
|
|
2024
Q1 | $260K | Buy |
+2,177
| New | +$260K | 0.01% | 605 |
|