Wealthcare Advisory Partners’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Wealthcare Advisory Partners’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.3M	Buy	154,959 +5,774	+4%	+$896K	0.48%	38
2026 Q1	$21.6M	Buy	149,185 +1,873	+1%	+$278K	0.42%	45
2025 Q4	$20.8M	Sell	147,312 -6,146	-4%	-$854K	0.41%	49
2025 Q3	$21.1M	Buy	153,458 +4,348	+3%	+$582K	0.44%	44
2025 Q2	$19.6M	Buy	149,110 +40,769	+38%	+$5.11M	0.45%	47
2025 Q1	$14M	Sell	108,341 -1,315	-1%	-$170K	0.37%	55
2024 Q4	$13.7M	Sell	109,656 -5,192	-5%	-$670K	0.38%	51
2024 Q3	$14.7M	Sell	114,848 -23,556	-17%	-$2.91M	0.42%	47
2024 Q2	$16.4M	Sell	138,404 -4,216	-3%	-$496K	0.51%	39
2024 Q1	$17M	Sell	142,620 -5,179	-4%	-$587K	0.56%	40
2023 Q4	$16.2M	Sell	147,799 -12,005	-8%	-$1.24M	0.64%	38
2023 Q3	$16.2M	Sell	159,804 -24,145	-13%	-$2.53M	0.74%	34
2023 Q2	$19.1M	Sell	183,949 -44,008	-19%	-$4.48M	0.85%	26
2023 Q1	$23M	Buy	227,957 +736	+0.3%	+$75.2K	0.99%	19
2022 Q4	$23.4M	Buy	227,221 +26,401	+13%	+$2.66M	1.12%	18
2022 Q3	$18.1M	Sell	200,820 -19,521	-9%	-$1.92M	1.03%	20
2022 Q2	$21.2M	Buy	220,341 +11,571	+6%	+$1.19M	1.28%	16
2022 Q1	$22.4M	Buy	208,770 +11,262	+6%	+$1.19M	1.36%	17
2021 Q4	$21.1M	Buy	197,508 +22,892	+13%	+$2.37M	1.26%	17
2021 Q3	$17.1M	Buy	174,616 +17,552	+11%	+$1.77M	1.12%	21
2021 Q2	$15.6M	Buy	157,064 +27,094	+21%	+$2.69M	1.05%	22
2021 Q1	$12.4M	Buy	129,970 +51,398	+65%	+$4.67M	0.9%	22
2020 Q4	$6.82M	Buy	78,572 +49,525	+170%	+$4.06M	0.61%	28
2020 Q3	$2.23M	Buy	+29,047	New	+$2.23M	0.24%	56
2020 Q2	–	Sell	-462	Closed	-$30K	–	949
2020 Q1	$30K	Buy	462 +55	+14%	+$4.4K	﹤0.01%	624
2019 Q4	$35K	Buy	407 +2	+0.5%	+$168	﹤0.01%	627
2019 Q3	$33K	Sell	405 -50	-11%	-$4.02K	﹤0.01%	628
2019 Q2	$37K	Hold	455	–	–	0.01%	576
2019 Q1	$36K	Hold	455	–	–	0.01%	533
2018 Q4	$33K	Hold	455	–	–	0.01%	520
2018 Q3	$36K	Hold	455	–	–	0.01%	542
2018 Q2	$34K	Hold	455	–	–	0.01%	546
2018 Q1	$34K	Buy	+455	New	+$35.1K	0.01%	465

Other funds holding MGV

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return