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
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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 csv Download as ExcelQuarterly reported holdings in Vanguard Mega Cap 300 Index by Financial Synergies Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $522k | 2.5k | 206.67 |
2024-06-30 | $508k | 2.6k | 197.28 |
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 |
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