Vanguard Mega Cap 300 Index shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Vanguard Mega Cap 300 Index
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Quarterly reported holdings in Vanguard Mega Cap 300 Index by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.9M | 16k | 186.87 |
| 2023-12-31 | $2.6M | 16k | 169.28 |
| 2023-09-30 | $2.4M | 16k | 151.87 |
| 2023-06-30 | $2.5M | 16k | 156.46 |
| 2023-03-31 | $2.2M | 17k | 132.68 |
| 2022-12-31 | $2.2M | 17k | 132.40 |
| 2022-09-30 | $2.2M | 17k | 124.85 |
| 2022-06-30 | $2.4M | 18k | 131.82 |
| 2022-03-31 | $3.7M | 23k | 159.06 |
| 2021-12-31 | $8.1M | 48k | 168.08 |
| 2021-09-30 | $8.6M | 57k | 152.40 |
| 2021-06-30 | $5.1M | 33k | 152.34 |
| 2021-03-31 | $4.9M | 35k | 140.22 |
| 2020-12-31 | $8.5M | 64k | 133.45 |
More positions owned by Monticello Wealth Management
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