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Planning Capital Management Corporation’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Planning Capital Management Corporation’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
Q3 		$85.4K Buy
+666
New +$82.2K 0.06% 145

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Planning Capital Management Corporation's MGV Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2024: 666 shares worth $85.4K. The stake represents 0.06% of the portfolio and ranks #145 among its holdings.

421 funds tracked by Wall St. Rank hold MGV as of Q3 2024.

  • Planning Capital Management Corporation held 666 shares of Vanguard Morningstar Mega Cap Value ETF worth $85.4K as of Q3 2024.
  • Vanguard Morningstar Mega Cap Value ETF was a new Planning Capital Management Corporation position in Q3 2024.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.06% of Planning Capital Management Corporation's portfolio in Q3 2024, its #145 holding.
  • 421 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.