WealthShield’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

WealthShield’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
2017 Q4	$6.15M	Buy	+80,111	New	+$5.95M	3.74%	3

Other funds holding MGV

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WealthShield's MGV Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2017: 80,111 shares worth $6.15M. The stake represents 3.74% of the portfolio and ranks #3 among its holdings.

120 funds tracked by Wall St. Rank hold MGV as of Q4 2017.

WealthShield held 80,111 shares of Vanguard Morningstar Mega Cap Value ETF worth $6.15M as of Q4 2017.
Vanguard Morningstar Mega Cap Value ETF was a new WealthShield position in Q4 2017.
Vanguard Morningstar Mega Cap Value ETF made up 3.74% of WealthShield's portfolio in Q4 2017, its #3 holding.
120 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.