Zhang Financial’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	$2.2M	Buy	15,196 +14	+0.1%	+$2.07K	0.08%	119
2025 Q4	$2.14M	Sell	15,182 -80	-0.5%	-$11.1K	0.08%	118
2025 Q3	$2.1M	Sell	15,262 -14,278	-48%	-$1.91M	0.09%	116
2025 Q2	$3.88M	Sell	29,540 -279	-0.9%	-$35K	0.18%	73
2025 Q1	$3.84M	Buy	29,819 +307	+1%	+$39.7K	0.2%	63
2024 Q4	$3.69M	Sell	29,512 -170	-0.6%	-$21.9K	0.21%	60
2024 Q3	$3.81M	Buy	29,682 +30	+0.1%	+$3.7K	0.24%	56
2024 Q2	$3.51M	Buy	29,652 +1,253	+4%	+$147K	0.25%	55
2024 Q1	$3.39M	Buy	28,399 +175	+0.6%	+$19.8K	0.25%	55
2023 Q4	$3.09M	Buy	28,224 +16	+0.1%	+$1.65K	0.27%	53
2023 Q3	$2.86M	Buy	28,208 +26,050	+1,207%	+$2.73M	0.29%	47
2023 Q2	$224K	Buy	+2,158	New	+$220K	0.02%	228