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Triad Wealth Partners’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Triad Wealth Partners’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
2026
Q1 		– Sell
-2,517
Closed -$355K – 501
2025
Q4 		$355K Buy
+2,517
New +$350K 0.03% 349

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UBS Group
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MFG
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PNC Financial Services Group
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Triad Wealth Partners's MGV Position: Q1 2026 in Review

Triad Wealth Partners sold out of Vanguard Mega Cap Value ETF (MGV) in Q1 2026, closing a stake of 2,517 shares — an estimated $355K sold.

Triad Wealth Partners first reported a position in MGV in Q4 2025 and held it in 1 quarter. The position peaked at $355K in Q4 2025. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Triad Wealth Partners reported no remaining Vanguard Mega Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 2,517 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $355K.
  • Triad Wealth Partners first reported a position in Vanguard Mega Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Triad Wealth Partners's Vanguard Mega Cap Value ETF position peaked at $355K in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.