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Sargent Bickham Lagudis’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Sargent Bickham Lagudis’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
2020
Q3 		– Sell
-131
Closed -$10K – 817
2020
Q2 		$10K Buy
131
+1
+0.8% +$72 ﹤0.01% 582
2020
Q1 		$9K Buy
+130
New +$10.4K ﹤0.01% 571

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Sargent Bickham Lagudis's MGV Position: Q3 2020 in Review

Sargent Bickham Lagudis sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2020, closing a stake of 131 shares — an estimated $10K sold.

Sargent Bickham Lagudis first reported a position in MGV in Q1 2020 and held it in 2 quarters. The position peaked at $10K in Q2 2020. 177 funds tracked by Wall St. Rank hold MGV as of Q3 2020.

  • Sargent Bickham Lagudis reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 131 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2020, an estimated $10K.
  • Sargent Bickham Lagudis first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2020 and held it in 2 quarters.
  • Sargent Bickham Lagudis's Vanguard Morningstar Mega Cap Value ETF position peaked at $10K in Q2 2020.
  • 177 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2020, filed 1 Sep 2021.