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Park Square Financial Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Park Square Financial 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
2025
Q1 		– Sell
-150
Closed -$18.7K – 1015
2024
Q4 		$18.7K Buy
+150
New +$19.4K 0.01% 450

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Ameriprise
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UBS Group
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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Park Square Financial Group's MGV Position: Q1 2025 in Review

Park Square Financial Group sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2025, closing a stake of 150 shares — an estimated $18.7K sold.

Park Square Financial Group first reported a position in MGV in Q4 2024 and held it in 1 quarter. The position peaked at $18.7K in Q4 2024. 470 funds tracked by Wall St. Rank hold MGV as of Q1 2025.

  • Park Square Financial Group reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Park Square Financial Group sold 150 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2025, an estimated $18.7K.
  • Park Square Financial Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Park Square Financial Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $18.7K in Q4 2024.
  • 470 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2025.

Based on Park Square Financial Group's 13F filing for Q1 2025, filed 1 May 2025.