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MPWM Advisory Solutions’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

MPWM Advisory Solutions’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
2025
Q1 		– Sell
-511
Closed -$63.8K – 754
2024
Q4 		$63.8K Buy
+511
New +$66K 0.05% 129

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MPWM Advisory Solutions's MGV Position: Q1 2025 in Review

MPWM Advisory Solutions sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2025, closing a stake of 511 shares — an estimated $63.8K sold.

MPWM Advisory Solutions first reported a position in MGV in Q4 2024 and held it in 1 quarter. The position peaked at $63.8K in Q4 2024. 470 funds tracked by Wall St. Rank hold MGV as of Q1 2025.

  • MPWM Advisory Solutions reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 511 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2025, an estimated $63.8K.
  • MPWM Advisory Solutions first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • MPWM Advisory Solutions's Vanguard Morningstar Mega Cap Value ETF position peaked at $63.8K in Q4 2024.
  • 470 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2025.

Based on MPWM Advisory Solutions's 13F filing for Q1 2025, filed 15 May 2025.