APP
MGV icon

Avantax Planning Partners’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Avantax Planning Partners’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
2017
Q4 		– Sell
-3,899
Closed -$280K – 339
2017
Q3 		$280K Buy
+3,899
New +$274K 0.02% 287

Other funds holding MGV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
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
UBS Group
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avantax Planning Partners's MGV Position: Q4 2017 in Review

Avantax Planning Partners sold out of Vanguard Mega Cap Value ETF (MGV) in Q4 2017, closing a stake of 3,899 shares — an estimated $280K sold.

Avantax Planning Partners first reported a position in MGV in Q3 2017 and held it in 1 quarter. The position peaked at $280K in Q3 2017. 120 funds tracked by Wall St. Rank hold MGV as of Q4 2017.

  • Avantax Planning Partners reported no remaining Vanguard Mega Cap Value ETF position as of Q4 2017 after selling out during the quarter.
  • Avantax Planning Partners sold 3,899 Vanguard Mega Cap Value ETF shares in Q4 2017, an estimated $280K.
  • Avantax Planning Partners first reported a position in Vanguard Mega Cap Value ETF in Q3 2017 and held it in 1 quarter.
  • Avantax Planning Partners's Vanguard Mega Cap Value ETF position peaked at $280K in Q3 2017.
  • 120 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q4 2017.

Based on Avantax Planning Partners's 13F filing for Q4 2017, filed 9 Feb 2018.