AWM
MGV icon

Accel Wealth Management’s Vanguard 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

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return