Vanguard Mega Cap 300 Index shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in Vanguard Mega Cap 300 Index
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $682k | 3.3k | 206.64 |
2024-06-30 | $651k | 3.3k | 197.29 |
2024-03-31 | $598k | 3.2k | 186.87 |
2023-12-31 | $508k | 3.0k | 169.28 |
2023-09-30 | $456k | 3.0k | 151.87 |
2023-06-30 | $469k | 3.0k | 156.46 |
2023-03-31 | $429k | 143 | 3002.94 |
2022-12-31 | $546k | 4.1k | 132.40 |
2022-09-30 | $462k | 3.7k | 124.86 |
2022-06-30 | $488k | 3.7k | 131.89 |
2022-03-31 | $588k | 3.7k | 158.92 |
2021-12-31 | $622k | 3.7k | 168.11 |
2021-09-30 | $594k | 3.9k | 152.31 |
2021-06-30 | $564k | 3.7k | 152.43 |
2021-03-31 | $519k | 3.7k | 140.27 |
2020-12-31 | $494k | 3.7k | 133.51 |
2020-09-30 | $444k | 3.7k | 120.00 |
2020-06-30 | $405k | 3.7k | 109.46 |
2020-03-31 | $309k | 3.4k | 90.88 |
2019-09-30 | $278k | 2.7k | 102.96 |
2019-06-30 | $273k | 2.7k | 101.11 |
2019-03-31 | $264k | 2.7k | 97.78 |
2018-09-30 | $221k | 2.2k | 100.45 |
2018-06-30 | $205k | 2.2k | 93.18 |
2018-03-31 | $208k | 2.3k | 90.43 |
2017-12-31 | $211k | 2.3k | 91.74 |
2016-12-31 | $252k | 3.3k | 76.36 |
2016-09-30 | $243k | 3.3k | 73.64 |
2016-06-30 | $236k | 3.3k | 71.52 |
2016-03-31 | $231k | 3.3k | 70.00 |
2015-12-31 | $230k | 3.3k | 69.70 |
2015-09-30 | $248k | 3.8k | 65.26 |
2015-06-30 | $267k | 3.8k | 70.26 |
2014-12-31 | $267k | 3.8k | 70.26 |
2014-09-30 | $257k | 3.8k | 67.63 |
2014-06-30 | $254k | 3.8k | 66.84 |
2014-03-31 | $243k | 3.8k | 63.95 |
2013-12-31 | $272k | 4.3k | 63.26 |
2013-09-30 | $218k | 3.8k | 57.37 |
2013-06-30 | $208k | 3.8k | 54.74 |
2013-03-31 | $203k | 3.8k | 53.42 |
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