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Fourpath Capital Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Fourpath Capital 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
2024
Q4 		– Sell
-31
Closed -$3.98K – 558
2024
Q3 		$3.98K Buy
+31
New +$3.83K ﹤0.01% 586

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UBS Group
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Ameriprise
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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fourpath Capital Management's MGV Position: Q4 2024 in Review

Fourpath Capital Management sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2024, closing a stake of 31 shares — an estimated $3.98K sold.

Fourpath Capital Management first reported a position in MGV in Q3 2024 and held it in 1 quarter. The position peaked at $3.98K in Q3 2024. 452 funds tracked by Wall St. Rank hold MGV as of Q4 2024.

  • Fourpath Capital Management reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 31 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2024, an estimated $3.98K.
  • Fourpath Capital Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $3.98K in Q3 2024.
  • 452 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.