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

CarsonAllaria 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
2022
Q1 		– Sell
-52
Closed -$6K – 347
2021
Q4 		$6K Buy
+52
New +$5.38K 0.01% 251

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LNC
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UBS Group
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Rockefeller Capital Management
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Wells Fargo
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CarsonAllaria Wealth Management's MGV Position: Q1 2022 in Review

CarsonAllaria Wealth Management sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2022, closing a stake of 52 shares — an estimated $6K sold.

CarsonAllaria Wealth Management first reported a position in MGV in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 294 funds tracked by Wall St. Rank hold MGV as of Q1 2022.

  • CarsonAllaria Wealth Management reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 52 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2022, an estimated $6K.
  • CarsonAllaria Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $6K in Q4 2021.
  • 294 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.