WA
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WBH Advisory’s Vanguard Mega Cap Value ETF MGV Stock Holding History

WBH Advisory’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
Q4 		– Sell
-2,483
Closed -$252K – 310
2023
Q3 		$252K Buy
2,483
+15
+0.6% +$1.57K 0.03% 266
2023
Q2 		$256K Buy
2,468
+15
+0.6% +$1.53K 0.03% 268
2023
Q1 		$248K Buy
+2,453
New +$251K 0.03% 275
2022
Q3 		$217K Hold
2,409
– – 0.03% 273
2022
Q2 		$233K Buy
2,409
+235
+11% +$24.1K 0.03% 282
2022
Q1 		$229K Buy
2,174
+10
+0.5% +$1.06K 0.03% 293
2021
Q4 		$231K Buy
+2,164
New +$224K 0.03% 298

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return