Wealthcare Capital Management’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 | $455K | Sell |
3,471
-3,077
| -47% | -$404K | 0.05% | 54 |
|
|
2025
Q1 | $844K | Sell |
6,548
-349
| -5% | -$45K | 0.09% | 40 |
|
|
2024
Q4 | $862K | Sell |
6,897
-301
| -4% | -$37.6K | 0.09% | 37 |
|
|
2024
Q3 | $923K | Sell |
7,198
-522
| -7% | -$67K | 0.09% | 40 |
|
|
2024
Q2 | $915K | Sell |
7,720
-168
| -2% | -$19.9K | 0.1% | 35 |
|
|
2024
Q1 | $943K | Sell |
7,888
-199
| -2% | -$23.8K | 0.1% | 38 |
|
|
2023
Q4 | $884K | Sell |
8,087
-701
| -8% | -$76.7K | 0.1% | 37 |
|
|
2023
Q3 | $891K | Sell |
8,788
-784
| -8% | -$79.5K | 0.11% | 36 |
|
|
2023
Q2 | $993K | Sell |
9,572
-552
| -5% | -$57.3K | 0.12% | 32 |
|
|
2023
Q1 | $1.02M | Buy |
10,124
+240
| +2% | +$24.2K | 0.12% | 30 |
|
|
2022
Q4 | $1.02M | Buy |
9,884
+1,284
| +15% | +$132K | 0.13% | 31 |
|
|
2022
Q3 | $773K | Buy |
8,600
+567
| +7% | +$51K | 0.1% | 32 |
|
|
2022
Q2 | $773K | Buy |
8,033
+75
| +0.9% | +$7.22K | 0.08% | 33 |
|
|
2022
Q1 | $854K | Buy |
7,958
+742
| +10% | +$79.6K | 0.08% | 38 |
|
|
2021
Q4 | $771K | Buy |
7,216
+251
| +4% | +$26.8K | 0.07% | 41 |
|
|
2021
Q3 | $682K | Buy |
6,965
+992
| +17% | +$97.1K | 0.07% | 39 |
|
|
2021
Q2 | $595K | Buy |
5,973
+755
| +14% | +$75.2K | 0.06% | 41 |
|
|
2021
Q1 | $497K | Buy |
5,218
+2,366
| +83% | +$225K | 0.05% | 40 |
|
|
2020
Q4 | $248K | Buy |
+2,852
| New | +$248K | 0.03% | 56 |
|