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Retirement Planning Company of New England’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Retirement Planning Company of New England’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
-150
Closed -$16K – 617
2021
Q4 		$16K Buy
+150
New +$15.5K 0.01% 566

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Retirement Planning Company of New England's MGV Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2022, closing a stake of 150 shares — an estimated $16K sold.

Retirement Planning Company of New England first reported a position in MGV in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 294 funds tracked by Wall St. Rank hold MGV as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 150 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2022, an estimated $16K.
  • Retirement Planning Company of New England first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Vanguard Morningstar Mega Cap Value ETF position peaked at $16K in Q4 2021.
  • 294 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.