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Vanguard Mega Cap 300 Index shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mega Cap 300 Index by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 17k 169.29
2023-09-30 $2.9M 19k 151.87
2023-06-30 $3.2M 20k 156.45
2023-03-31 $3.3M 23k 143.14
2022-12-31 $3.6M 27k 132.40
2022-09-30 $3.5M 28k 125.43
2022-06-30 $3.6M 27k 131.73
2022-03-31 $3.9M 25k 159.01