Vantage Financial Partners (Wisconsin)’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2023 Q1	–	Sell	-2,248	Closed	-$231K	–	91
2022 Q4	$231K	Sell	2,248 -223	-9%	-$22.4K	0.14%	52
2022 Q3	$222K	Buy	2,471 +1	+0%	+$98	0.15%	50
2022 Q2	$238K	Buy	2,470 +13	+0.5%	+$1.33K	0.14%	49
2022 Q1	$264K	Buy	2,457 +12	+0.5%	+$1.27K	0.13%	50
2021 Q4	$261K	Buy	+2,445	New	+$253K	0.1%	47

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s MGV Position: Q1 2023 in Review

Vantage Financial Partners (Wisconsin) sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q1 2023, closing a stake of 2,248 shares — an estimated $231K sold.

Vantage Financial Partners (Wisconsin) first reported a position in MGV in Q4 2021 and held it in 5 quarters. The position peaked at $264K in Q1 2022. 333 funds tracked by Wall St. Rank hold MGV as of Q1 2023.

Vantage Financial Partners (Wisconsin) reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Vantage Financial Partners (Wisconsin) sold 2,248 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2023, an estimated $231K.
Vantage Financial Partners (Wisconsin) first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2021 and held it in 5 quarters.
Vantage Financial Partners (Wisconsin)'s Vanguard Morningstar Mega Cap Value ETF position peaked at $264K in Q1 2022.
333 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2023.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q1 2023, filed 8 May 2023.