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West Financial Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

West Financial Advisors’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
2021
Q4 		– Sell
-30
Closed -$3K – 177
2021
Q3 		$3K Hold
30
– – ﹤0.01% 141
2021
Q2 		$3K Hold
30
– – ﹤0.01% 136
2021
Q1 		$3K Buy
+30
New +$2.73K ﹤0.01% 136

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

West Financial Advisors's MGV Position: Q4 2021 in Review

West Financial Advisors sold out of Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2021, closing a stake of 30 shares — an estimated $3K sold.

West Financial Advisors first reported a position in MGV in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 272 funds tracked by Wall St. Rank hold MGV as of Q4 2021.

  • West Financial Advisors reported no remaining Vanguard Morningstar Mega Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • West Financial Advisors sold 30 Vanguard Morningstar Mega Cap Value ETF shares in Q4 2021, an estimated $3K.
  • West Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2021 and held it in 3 quarters.
  • West Financial Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $3K in Q3 2021.
  • 272 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q4 2021.

Based on West Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.