WealthShield Partners’s Vanguard Mega Cap Value ETF MGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Sell |
70,828
-356
| -0.5% | -$52.7K | 1.14% | 18 |
|
|
2025
Q4 | $10.1M | Sell |
71,184
-102
| -0.1% | -$14.2K | 1.11% | 21 |
|
|
2025
Q3 | $9.82M | Buy |
71,286
+1,356
| +2% | +$181K | 1.11% | 22 |
|
|
2025
Q2 | $9.17M | Buy |
69,930
+1,085
| +2% | +$136K | 1.11% | 20 |
|
|
2025
Q1 | $8.87M | Buy |
68,845
+4,702
| +7% | +$608K | 1.14% | 19 |
|
|
2024
Q4 | $8.01M | Sell |
64,143
-2,968
| -4% | -$383K | 1.14% | 22 |
|
|
2024
Q3 | $8.61M | Buy |
67,111
+9,190
| +16% | +$1.13M | 1.17% | 23 |
|
|
2024
Q2 | $6.89M | Buy |
57,921
+15,999
| +38% | +$1.88M | 1.05% | 23 |
|
|
2024
Q1 | $5.01M | Sell |
41,922
-24,136
| -37% | -$2.73M | 0.81% | 32 |
|
|
2023
Q4 | $7.22M | Sell |
66,058
-2,140
| -3% | -$221K | 1.19% | 17 |
|
|
2023
Q3 | $6.92M | Buy |
68,198
+6,050
| +10% | +$634K | 1.04% | 20 |
|
|
2023
Q2 | $6.45M | Buy |
62,148
+152
| +0.2% | +$15.5K | 0.97% | 24 |
|
|
2023
Q1 | $6.26M | Buy |
61,996
+550
| +0.9% | +$56.2K | 1.01% | 24 |
|
|
2022
Q4 | $6.32M | Sell |
61,446
-178
| -0.3% | -$17.9K | 1.21% | 19 |
|
|
2022
Q3 | $5.58M | Hold |
61,624
| – | – | 1.11% | 20 |
|
|
2022
Q2 | $5.93M | Sell |
61,624
-1,633
| -3% | -$167K | 1.17% | 20 |
|
|
2022
Q1 | $6.79M | Sell |
63,257
-795
| -1% | -$84.3K | 1.09% | 20 |
|
|
2021
Q4 | $6.84M | Buy |
64,052
+292
| +0.5% | +$30.2K | 1.14% | 22 |
|
|
2021
Q3 | $6.24M | Buy |
+63,760
| New | +$6.44M | 1.67% | 15 |
|
|
2021
Q2 | – | Sell |
-66,882
| Closed | -$6.37M | – | 987 |
|
|
2021
Q1 | $6.37M | Sell |
66,882
-2,626
| -4% | -$239K | 1.14% | 22 |
|
|
2020
Q4 | $6.03M | Sell |
69,508
-125
| -0.2% | -$10.3K | 1.11% | 24 |
|
|
2020
Q3 | $5.34M | Hold |
69,633
| – | – | 1.87% | 9 |
|
|
2020
Q2 | $5.1M | Sell |
69,633
-6,160
| -8% | -$446K | 2.35% | 6 |
|
|
2020
Q1 | $5.01M | Sell |
75,793
-4,714
| -6% | -$377K | 3.06% | 4 |
|
|
2019
Q4 | $7.02M | Hold |
80,507
| – | – | 3.42% | 6 |
|
|
2019
Q3 | $6.56M | Hold |
80,507
| – | – | 3.47% | 6 |
|
|
2019
Q2 | $6.48M | Sell |
80,507
-1,100
| -1% | -$87.1K | 3.76% | 5 |
|
|
2019
Q1 | $6.37M | Hold |
81,607
| – | – | 3.56% | 5 |
|
|
2018
Q4 | $5.83M | Sell |
81,607
-664
| -0.8% | -$50.7K | 3.98% | 4 |
|
|
2018
Q3 | $6.63M | Sell |
82,271
-684
| -0.8% | -$53.8K | 3.78% | 4 |
|
|
2018
Q2 | $6.21M | Hold |
82,955
| – | – | 3.79% | 3 |
|
|
2018
Q1 | $6.14M | Buy |
82,955
+2,844
| +4% | +$219K | 3.89% | 3 |
|
|
2017
Q4 | $6.15M | Buy |
+80,111
| New | +$5.95M | 3.74% | 3 |
|
Other funds holding MGV
MFG
WealthShield Partners's MGV Position: Q1 2026 in Review
WealthShield Partners reduced its Vanguard Mega Cap Value ETF (MGV) stake by 0.5% in Q1 2026, selling an estimated $52.7K and leaving 70,828 shares worth $10.3M. The position accounts for 1.14% of the portfolio, ranked #18.
WealthShield Partners first reported a position in MGV in Q4 2017 and has held it in 33 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.
- WealthShield Partners held 70,828 shares of Vanguard Mega Cap Value ETF worth $10.3M as of Q1 2026.
- WealthShield Partners sold 356 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $52.7K.
- Vanguard Mega Cap Value ETF made up 1.14% of WealthShield Partners's portfolio in Q1 2026, its #18 holding.
- WealthShield Partners first reported a position in Vanguard Mega Cap Value ETF in Q4 2017 and has held it in 33 quarters since.
- 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.