Wealthspire Advisors (Maryland)’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-796	Closed	-$62K	–	1380
2019 Q1	$62K	Hold	796	–	–	﹤0.01%	820
2018 Q4	$57K	Hold	796	–	–	0.01%	803
2018 Q3	$64K	Hold	796	–	–	0.01%	881
2018 Q2	$59K	Hold	796	–	–	0.01%	910
2018 Q1	$59K	Hold	796	–	–	0.01%	918
2017 Q4	$61K	Buy	+796	New	+$59.1K	0.01%	924

Other funds holding MGV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

RJFSA

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

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

RJA

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

Wealthspire Advisors (Maryland)'s MGV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q2 2019, closing a stake of 796 shares — an estimated $62K sold.

Wealthspire Advisors (Maryland) first reported a position in MGV in Q4 2017 and held it in 6 quarters. The position peaked at $64K in Q3 2018. 144 funds tracked by Wall St. Rank hold MGV as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 796 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2019, an estimated $62K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2017 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s Vanguard Morningstar Mega Cap Value ETF position peaked at $64K in Q3 2018.
144 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.