GI
MGV icon

Gradient Investments’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Gradient Investments’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
-65
Closed -$6.59K – 1883
2023
Q3 		$6.59K Buy
+65
New +$6.82K ﹤0.01% 888
2023
Q2 		– Sell
-87
Closed -$8.79K – 1843
2023
Q1 		$8.79K Buy
+87
New +$8.89K ﹤0.01% 839
2021
Q3 		– Sell
-550
Closed -$55K – 1210
2021
Q2 		$55K Buy
+550
New +$54.6K ﹤0.01% 456
2021
Q1 		– Sell
-100
Closed -$8K – 1228
2020
Q4 		$8K Hold
100
– – ﹤0.01% 741
2020
Q3 		$8K Buy
+100
New +$7.67K ﹤0.01% 747
2019
Q3 		– Sell
-45
Closed -$4K – 1182
2019
Q2 		$4K Buy
+45
New +$3.56K ﹤0.01% 798

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return