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Heritage Wealth Management (Arizona)’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		– Sell
-2,487
Closed -$239K – 1065
2022
Q2 		$239K Hold
2,487
– – 0.08% 199
2022
Q1 		$267K Buy
+2,487
New +$264K 0.07% 213

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Heritage Wealth Management (Arizona)'s MGV Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2022, closing a stake of 2,487 shares — an estimated $239K sold.

Heritage Wealth Management (Arizona) first reported a position in MGV in Q1 2022 and held it in 2 quarters. The position peaked at $267K in Q1 2022. 304 funds tracked by Wall St. Rank hold MGV as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 2,487 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2022, an estimated $239K.
  • Heritage Wealth Management (Arizona) first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Vanguard Morningstar Mega Cap Value ETF position peaked at $267K in Q1 2022.
  • 304 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.