Stelac Advisory Services’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,010
Closed -$261K 256
2020
Q4
$261K Buy
+3,010
New +$247K 0.07% 155

Other funds holding MGV

Stelac Advisory Services's MGV Position: Q1 2021 in Review

Stelac Advisory Services sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2021, closing a stake of 3,010 shares — an estimated $261K sold.

Stelac Advisory Services first reported a position in MGV in Q4 2020 and held it in 1 quarter. The position peaked at $261K in Q4 2020. 227 funds tracked by Wall St. Rank hold MGV as of Q1 2021.

  • Stelac Advisory Services reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Stelac Advisory Services sold 3,010 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2021, an estimated $261K.
  • Stelac Advisory Services first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • Stelac Advisory Services's Vanguard Morningstar Mega Cap Value ETF position peaked at $261K in Q4 2020.
  • 227 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2021.

Based on Stelac Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.