Vanguard Mega Cap 300 Index shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Vanguard Mega Cap 300 Index
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Quarterly reported holdings in Vanguard Mega Cap 300 Index by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 10k | 206.64 |
| 2024-06-30 | $1.9M | 9.7k | 197.29 |
| 2024-03-31 | $1.8M | 9.7k | 186.87 |
| 2023-12-31 | $1.6M | 9.7k | 169.28 |
| 2023-09-30 | $1.5M | 9.7k | 151.87 |
| 2023-06-30 | $1.4M | 8.9k | 156.46 |
| 2023-03-31 | $1.3M | 8.9k | 143.14 |
| 2022-12-31 | $1.2M | 8.9k | 132.40 |
| 2022-09-30 | $1.1M | 8.9k | 124.84 |
| 2022-06-30 | $1.2M | 8.9k | 131.85 |
| 2022-03-31 | $1.4M | 8.9k | 159.08 |
| 2021-12-31 | $1.5M | 8.9k | 168.11 |
| 2021-09-30 | $1.4M | 8.9k | 152.37 |
| 2021-06-30 | $1.4M | 8.9k | 152.37 |
| 2021-03-31 | $18M | 129k | 140.23 |
| 2020-12-31 | $18M | 136k | 133.45 |
| 2020-09-30 | $16M | 134k | 119.90 |
| 2020-06-30 | $15M | 197k | 73.57 |
| 2020-03-31 | $12M | 128k | 90.94 |
| 2019-12-31 | $15M | 136k | 111.72 |