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Ables Iannone Moore & Associates’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Ables Iannone Moore & Associates’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
2024
Q1 		– Sell
-56
Closed -$6.13K – 196
2023
Q4 		$6.13K Buy
+56
New +$5.79K ﹤0.01% 203

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Ables Iannone Moore & Associates's MGV Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2024, closing a stake of 56 shares — an estimated $6.13K sold.

Ables Iannone Moore & Associates first reported a position in MGV in Q4 2023 and held it in 1 quarter. The position peaked at $6.13K in Q4 2023. 382 funds tracked by Wall St. Rank hold MGV as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 56 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2024, an estimated $6.13K.
  • Ables Iannone Moore & Associates first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Vanguard Morningstar Mega Cap Value ETF position peaked at $6.13K in Q4 2023.
  • 382 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.