4FG
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4Thought Financial Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

4Thought Financial Group’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
2021
Q2 		– Sell
-619
Closed -$59K – 109
2021
Q1 		$59K Buy
+619
New +$56.3K 0.06% 60

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Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

4Thought Financial Group's MGV Position: Q2 2021 in Review

4Thought Financial Group sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2021, closing a stake of 619 shares — an estimated $59K sold.

4Thought Financial Group first reported a position in MGV in Q1 2021 and held it in 1 quarter. The position peaked at $59K in Q1 2021. 229 funds tracked by Wall St. Rank hold MGV as of Q2 2021.

  • 4Thought Financial Group reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • 4Thought Financial Group sold 619 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2021, an estimated $59K.
  • 4Thought Financial Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • 4Thought Financial Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $59K in Q1 2021.
  • 229 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2021.

Based on 4Thought Financial Group's 13F filing for Q2 2021, filed 30 Jul 2021.