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

Doyle 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
2020 Q1	–	Sell	-2,641	Closed	-$230K	–	203
2019 Q4	$230K	Sell	2,641 -8	-0.3%	-$671	0.03%	193
2019 Q3	$216K	Buy	2,649 +5	+0.2%	+$402	0.03%	186
2019 Q2	$213K	Buy	+2,644	New	+$209K	0.03%	183
2019 Q1	–	Sell	-1,649	Closed	-$118K	–	515
2018 Q4	$118K	Buy	+1,649	New	+$126K	0.02%	229

Other funds holding MGV

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Doyle Wealth Management's MGV Position: Q1 2020 in Review

Doyle Wealth Management sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2020, closing a stake of 2,641 shares — an estimated $230K sold.

Doyle Wealth Management first reported a position in MGV in Q4 2018 and held it in 4 quarters. The position peaked at $230K in Q4 2019. 166 funds tracked by Wall St. Rank hold MGV as of Q1 2020.

Doyle Wealth Management reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Doyle Wealth Management sold 2,641 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2020, an estimated $230K.
Doyle Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2018 and held it in 4 quarters.
Doyle Wealth Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $230K in Q4 2019.
166 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2020.

Based on Doyle Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.