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Sensible Financial Planning & Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Sensible Financial Planning & Management’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
2016
Q3 		– Sell
-318
Closed -$20K – 83
2016
Q2 		$20K Buy
+318
New +$19.3K 0.01% 50

Other funds holding MGV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
HWM
Heartwood Wealth Management London, United Kingdom $58.9M AUM 14.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Sensible Financial Planning & Management's MGV Position: Q3 2016 in Review

Sensible Financial Planning & Management sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q3 2016, closing a stake of 318 shares — an estimated $20K sold.

Sensible Financial Planning & Management first reported a position in MGV in Q2 2016 and held it in 1 quarter. The position peaked at $20K in Q2 2016. 91 funds tracked by Wall St. Rank hold MGV as of Q3 2016.

  • Sensible Financial Planning & Management reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q3 2016 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 318 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2016, an estimated $20K.
  • Sensible Financial Planning & Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2016 and held it in 1 quarter.
  • Sensible Financial Planning & Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $20K in Q2 2016.
  • 91 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2016, filed 14 Nov 2016.