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Peachtree Investment Partners’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Peachtree Investment 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
2022
Q1 		– Sell
-50
Closed -$5K – 108
2021
Q4 		$5K Buy
+50
New +$5.17K ﹤0.01% 108

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peachtree Investment Partners's MGV Position: Q1 2022 in Review

Peachtree Investment Partners sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2022, closing a stake of 50 shares — an estimated $5K sold.

Peachtree Investment Partners first reported a position in MGV in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 294 funds tracked by Wall St. Rank hold MGV as of Q1 2022.

  • Peachtree Investment Partners reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Peachtree Investment Partners sold 50 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2022, an estimated $5K.
  • Peachtree Investment Partners first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Peachtree Investment Partners's Vanguard Morningstar Mega Cap Value ETF position peaked at $5K in Q4 2021.
  • 294 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2022.

Based on Peachtree Investment Partners's 13F filing for Q1 2022, filed 8 Jun 2022.