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Vanguard Mega Cap 300 Value Index ETF shares owned by LWS Wealth Advisors

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Value Index ETF (MGV) shares owned by LWS Wealth Advisors from 13F filings

Historical chart of LWS Wealth Advisors investment in Vanguard Mega Cap 300 Value Index ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mega Cap 300 Value Index ETF by LWS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $849k 7.8k 109.38
2023-09-30 $796k 7.9k 101.38
2023-06-30 $805k 7.8k 103.80
2023-03-31 $691k 6.8k 100.96
2022-12-31 $693k 6.7k 102.84
2022-09-30 $632k 7.0k 89.90
2022-06-30 $676k 7.0k 96.16
2022-03-31 $800k 7.5k 107.30
2021-12-31 $794k 7.4k 106.82
2021-09-30 $722k 7.4k 97.86
2021-06-30 $737k 7.4k 99.55
2021-03-31 $672k 7.1k 95.25
2020-12-31 $588k 6.8k 86.85
2020-09-30 $521k 6.8k 76.76
2020-06-30 $527k 7.2k 73.21
2020-03-31 $589k 8.9k 66.00
2019-12-31 $746k 8.6k 87.22