Financial Synergies Wealth Advisors »

Vanguard Mega Cap 300 Index shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Vanguard Mega Cap 300 Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mega Cap 300 Index held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mega Cap 300 Index by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $482k 2.6k 186.86
2023-12-31 $358k 2.7k 132.38
2023-09-30 $412k 2.7k 151.85
2023-06-30 $423k 2.7k 156.46
2023-03-31 $389k 2.7k 143.13
2022-12-31 $358k 2.7k 132.38
2022-09-30 $336k 2.7k 124.82
2022-06-30 $354k 2.7k 131.81
2022-03-31 $329k 2.1k 159.07
2021-12-31 $347k 2.1k 168.11
2021-09-30 $342k 2.2k 152.40
2021-06-30 $342k 2.2k 152.35
2021-03-31 $314k 2.2k 140.23
2020-12-31 $314k 2.4k 133.47
2020-09-30 $286k 2.4k 119.88
2020-06-30 $656k 6.0k 109.45