Wells Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.16M | Hold |
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|
2025
Q2 | $3.01M | Hold |
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|
2025
Q1 | $2.96M | Hold |
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|
2024
Q4 | $2.87M | Hold |
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|
2024
Q3 | $2.95M | Hold |
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|
2024
Q2 | $2.72M | Sell |
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|
2024
Q1 | $2.79M | Sell |
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|
2023
Q4 | $2.55M | Hold |
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|
2023
Q3 | $2.37M | Hold |
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|
2023
Q2 | $2.42M | Hold |
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|
2023
Q1 | $2.36M | Hold |
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|
2022
Q4 | $2.4M | Buy |
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|
2022
Q3 | $2.09M | Sell |
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|
2022
Q2 | $2.72M | Buy |
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|
2022
Q1 | $3M | Sell |
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|
2021
Q4 | $3M | Buy |
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|
2021
Q3 | $2.72M | Buy |
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|
2021
Q2 | $2.26M | Sell |
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|
2021
Q1 | $2.18M | Sell |
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|
2020
Q4 | $2.2M | Buy |
|