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Oliver Lagore Vanvalin Investment Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2022
Q4 		– Sell
-45
Closed -$4K – 728
2022
Q3 		$4K Hold
45
– – ﹤0.01% 460
2022
Q2 		$4K Hold
45
– – ﹤0.01% 440
2022
Q1 		$5K Buy
+45
New +$4.77K ﹤0.01% 410

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MGV Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2022, closing a stake of 45 shares — an estimated $4K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in MGV in Q1 2022 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 340 funds tracked by Wall St. Rank hold MGV as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 45 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2022, an estimated $4K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $5K in Q1 2022.
  • 340 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.