Life Planning Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Life Planning Partners’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 Q1	–	Sell	-231	Closed	-$25.3K	–	166
2023 Q4	$25.3K	Buy	+231	New	+$23.9K	0.02%	128
2022 Q3	$33.8K	Hold	376	–	–	0.04%	99
2022 Q2	$36K	Hold	376	–	–	0.04%	100
2022 Q1	$40K	Hold	376	–	–	0.04%	99
2021 Q4	$40K	Buy	+376	New	+$38.9K	0.04%	95

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Life Planning Partners's MGV Position: Q1 2024 in Review

Life Planning Partners sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2024, closing a stake of 231 shares — an estimated $25.3K sold.

Life Planning Partners first reported a position in MGV in Q4 2021 and held it in 5 quarters. The position peaked at $40K in Q1 2022. 382 funds tracked by Wall St. Rank hold MGV as of Q1 2024.

Life Planning Partners reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 231 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2024, an estimated $25.3K.
Life Planning Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2021 and held it in 5 quarters.
Life Planning Partners's Vanguard Morningstar Mega Cap Value ETF position peaked at $40K in Q1 2022.
382 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.