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Hoover Financial Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Hoover Financial Advisors’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
2021
Q1 		– Sell
-151
Closed -$14K – 629
2020
Q4 		$14K Buy
+151
New +$12.4K ﹤0.01% 374
2020
Q3 		– Sell
-150
Closed -$11K – 362
2020
Q2 		$11K Buy
+150
New +$10.9K ﹤0.01% 336

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Hoover Financial Advisors's MGV Position: Q1 2021 in Review

Hoover Financial Advisors sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2021, closing a stake of 151 shares — an estimated $14K sold.

Hoover Financial Advisors first reported a position in MGV in Q2 2020 and held it in 2 quarters. The position peaked at $14K in Q4 2020. 227 funds tracked by Wall St. Rank hold MGV as of Q1 2021.

  • Hoover Financial Advisors reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Hoover Financial Advisors sold 151 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2021, an estimated $14K.
  • Hoover Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2020 and held it in 2 quarters.
  • Hoover Financial Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $14K in Q4 2020.
  • 227 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2021.

Based on Hoover Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.