BWS
MGV icon

Buck Wealth Strategies’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-473
Closed -$48K – 245
2023
Q3 		$48K Sell
473
-257
-35% -$27K 0.02% 114
2023
Q2 		$110K Hold
730
– – 0.05% 49
2023
Q1 		$100K Buy
+730
New +$74.6K 0.05% 46

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Buck Wealth Strategies's MGV Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2023, closing a stake of 473 shares — an estimated $48K sold.

Buck Wealth Strategies first reported a position in MGV in Q1 2023 and held it in 3 quarters. The position peaked at $110K in Q2 2023. 367 funds tracked by Wall St. Rank hold MGV as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 473 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2023, an estimated $48K.
  • Buck Wealth Strategies first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Vanguard Morningstar Mega Cap Value ETF position peaked at $110K in Q2 2023.
  • 367 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.