Clear Perspectives Financial Planning’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$4.5M	Sell	44,535 -9,717	-18%	-$993K	2.52%	14
2022 Q4	$5.58M	Buy	54,252 +22,041	+68%	+$2.22M	2.96%	12
2022 Q3	$2.9M	Buy	32,211 +164	+0.5%	+$16.1K	1.42%	17
2022 Q2	$3.08M	Buy	32,047 +31,262	+3,982%	+$3.2M	1.2%	16
2022 Q1	$84K	Buy	+785	New	+$83.3K	0.03%	74

Other funds holding MGV

AssetMark Inc Concord, California $49B AUM 17.78% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Clear Perspectives Financial Planning's MGV Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Vanguard Mega Cap Value ETF (MGV) stake by 18% in Q1 2023, selling an estimated $993K and leaving 44,535 shares worth $4.5M. The position accounts for 2.52% of the portfolio, ranked #14.

Clear Perspectives Financial Planning first reported a position in MGV in Q1 2022 and has held it in 5 quarters since. The position peaked at $5.58M in Q4 2022. 333 funds tracked by Wall St. Rank hold MGV as of Q1 2023.

Clear Perspectives Financial Planning held 44,535 shares of Vanguard Mega Cap Value ETF worth $4.5M as of Q1 2023.
Clear Perspectives Financial Planning sold 9,717 Vanguard Mega Cap Value ETF shares in Q1 2023, an estimated $993K.
Vanguard Mega Cap Value ETF made up 2.52% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #14 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Mega Cap Value ETF in Q1 2022 and has held it in 5 quarters since.
Clear Perspectives Financial Planning's Vanguard Mega Cap Value ETF position peaked at $5.58M in Q4 2022.
333 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.