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Prospect Financial Services’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Prospect Financial Services’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
-2,002
Closed -$250K – 118
2024
Q4 		$250K Buy
+2,002
New +$258K 0.14% 96

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Prospect Financial Services's MGV Position: Q1 2025 in Review

Prospect Financial Services sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2025, closing a stake of 2,002 shares — an estimated $250K sold.

Prospect Financial Services first reported a position in MGV in Q4 2024 and held it in 1 quarter. The position peaked at $250K in Q4 2024. 470 funds tracked by Wall St. Rank hold MGV as of Q1 2025.

  • Prospect Financial Services reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Prospect Financial Services sold 2,002 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2025, an estimated $250K.
  • Prospect Financial Services first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Prospect Financial Services's Vanguard Morningstar Mega Cap Value ETF position peaked at $250K in Q4 2024.
  • 470 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2025.

Based on Prospect Financial Services's 13F filing for Q1 2025, filed 11 Apr 2025.