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

Northwest 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
2024
Q4 		– Sell
-422
Closed -$54.1K – 367
2024
Q3 		$54.1K Buy
+422
New +$52.1K 0.04% 216
2024
Q1 		– Sell
-422
Closed -$46.2K – 345
2023
Q4 		$46.2K Buy
+422
New +$43.6K 0.04% 215

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwest Financial Advisors's MGV Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2024, closing a stake of 422 shares — an estimated $54.1K sold.

Northwest Financial Advisors first reported a position in MGV in Q4 2023 and held it in 2 quarters. The position peaked at $54.1K in Q3 2024. 452 funds tracked by Wall St. Rank hold MGV as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 422 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2024, an estimated $54.1K.
  • Northwest Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $54.1K in Q3 2024.
  • 452 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.