Accel Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-472	Closed	-$47.7K	–	587
2023 Q1	$47.7K	Hold	472	–	–	0.02%	498
2022 Q4	$48.5K	Hold	472	–	–	0.02%	366
2022 Q3	$45K	Hold	472	–	–	0.02%	390
2022 Q2	$46K	Hold	472	–	–	0.03%	369
2022 Q1	$51K	Hold	472	–	–	0.03%	379
2021 Q4	$50K	Sell	472 -41	-8%	-$4.24K	0.02%	386
2021 Q3	$50K	Hold	513	–	–	0.03%	323
2021 Q2	$51K	Hold	513	–	–	0.03%	335
2021 Q1	$49K	Hold	513	–	–	0.04%	322
2020 Q4	$45K	Buy	+513	New	+$42.1K	0.04%	313

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Accel Wealth Management's MGV Position: Q2 2023 in Review

Accel Wealth Management sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2023, closing a stake of 472 shares — an estimated $47.7K sold.

Accel Wealth Management first reported a position in MGV in Q4 2020 and held it in 10 quarters. The position peaked at $51K in Q1 2022. 328 funds tracked by Wall St. Rank hold MGV as of Q2 2023.

Accel Wealth Management reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 472 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2023, an estimated $47.7K.
Accel Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $51K in Q1 2022.
328 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.