MYCIO Wealth Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

MYCIO Wealth 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
2020 Q1	–	Sell	-1,055	Closed	-$92K	–	251
2019 Q4	$92K	Buy	+1,055	New	+$88.5K	0.01%	364
2017 Q2	–	Sell	-3,008	Closed	-$206K	–	249
2017 Q1	$206K	Hold	3,008	–	–	0.03%	230
2016 Q4	$202K	Hold	3,008	–	–	0.03%	202
2016 Q3	$189K	Hold	3,008	–	–	0.03%	183
2016 Q2	$185K	Hold	3,008	–	–	0.03%	181
2016 Q1	$179K	Hold	3,008	–	–	0.03%	163
2015 Q4	$178K	Hold	3,008	–	–	0.03%	161
2015 Q3	$166K	Hold	3,008	–	–	0.03%	152
2015 Q2	$180K	Hold	3,008	–	–	0.04%	152
2015 Q1	$180K	Hold	3,008	–	–	0.04%	153
2014 Q4	$183K	Hold	3,008	–	–	0.04%	147
2014 Q3	$176K	Hold	3,008	–	–	0.04%	146
2014 Q2	$175K	Hold	3,008	–	–	0.04%	148
2014 Q1	$169K	Hold	3,008	–	–	0.04%	147
2013 Q4	$165K	Hold	3,008	–	–	0.04%	144
2013 Q3	$151K	Buy	3,008 +1,000	+50%	+$50.9K	0.04%	141
2013 Q2	$98K	Buy	+2,008	New	+$98.4K	0.03%	170

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

MYCIO Wealth Partners's MGV Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2020, closing a stake of 1,055 shares — an estimated $92K sold.

MYCIO Wealth Partners first reported a position in MGV in Q2 2013 and held it in 17 quarters. The position peaked at $206K in Q1 2017. 166 funds tracked by Wall St. Rank hold MGV as of Q1 2020.

MYCIO Wealth Partners reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 1,055 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2020, an estimated $92K.
MYCIO Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2013 and held it in 17 quarters.
MYCIO Wealth Partners's Vanguard Morningstar Mega Cap Value ETF position peaked at $206K in Q1 2017.
166 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.