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Stuart Chaussee & Associates’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Stuart Chaussee & Associates’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
2021
Q2 		– Sell
-15,833
Closed -$1.51M – 206
2021
Q1 		$1.51M Buy
+15,833
New +$1.44M 0.58% 9

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stuart Chaussee & Associates's MGV Position: Q2 2021 in Review

Stuart Chaussee & Associates sold out of Vanguard Mega Cap Value ETF (MGV) in Q2 2021, closing a stake of 15,833 shares — an estimated $1.51M sold.

Stuart Chaussee & Associates first reported a position in MGV in Q1 2021 and held it in 1 quarter. The position peaked at $1.51M in Q1 2021. 228 funds tracked by Wall St. Rank hold MGV as of Q2 2021.

  • Stuart Chaussee & Associates reported no remaining Vanguard Mega Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 15,833 Vanguard Mega Cap Value ETF shares in Q2 2021, an estimated $1.51M.
  • Stuart Chaussee & Associates first reported a position in Vanguard Mega Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • Stuart Chaussee & Associates's Vanguard Mega Cap Value ETF position peaked at $1.51M in Q1 2021.
  • 228 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2021, filed 6 Aug 2021.