American Economic Planning Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

American Economic Planning 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
2018 Q1	–	Sell	-3,539	Closed	-$271K	–	84
2017 Q4	$271K	Sell	3,539 -470	-12%	-$34.9K	0.1%	65
2017 Q3	$288K	Hold	4,009	–	–	0.11%	58
2017 Q2	$278K	Sell	4,009 -493	-11%	-$33.9K	0.11%	58
2017 Q1	$309K	Hold	4,502	–	–	0.12%	53
2016 Q4	$302K	Buy	4,502 +519	+13%	+$33.5K	0.13%	44
2016 Q3	$249K	Buy	+3,983	New	+$251K	0.1%	52

Other funds holding MGV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Greytown Advisors Miami, Florida $170M AUM 15.94% 1-Year Est. Return

American Economic Planning Group's MGV Position: Q1 2018 in Review

American Economic Planning Group sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2018, closing a stake of 3,539 shares — an estimated $271K sold.

American Economic Planning Group first reported a position in MGV in Q3 2016 and held it in 6 quarters. The position peaked at $309K in Q1 2017. 120 funds tracked by Wall St. Rank hold MGV as of Q1 2018.

American Economic Planning Group reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2018 after selling out during the quarter.
American Economic Planning Group sold 3,539 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2018, an estimated $271K.
American Economic Planning Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2016 and held it in 6 quarters.
American Economic Planning Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $309K in Q1 2017.
120 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2018.

Based on American Economic Planning Group's 13F filing for Q1 2018, filed 9 May 2018.