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

Legend 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
2023
Q2 		– Sell
-208
Closed -$21K – 221
2023
Q1 		$21K Hold
208
– – 0.02% 102
2022
Q4 		$21.4K Hold
208
– – 0.02% 109
2022
Q3 		$18.7K Buy
+208
New +$20.4K 0.02% 103

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Legend Financial Advisors's MGV Position: Q2 2023 in Review

Legend Financial Advisors sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2023, closing a stake of 208 shares — an estimated $21K sold.

Legend Financial Advisors first reported a position in MGV in Q3 2022 and held it in 3 quarters. The position peaked at $21.4K in Q4 2022. 328 funds tracked by Wall St. Rank hold MGV as of Q2 2023.

  • Legend Financial Advisors reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 208 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2023, an estimated $21K.
  • Legend Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $21.4K in Q4 2022.
  • 328 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2023.

Based on Legend Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.