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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mega Cap 300 Index held by Sheets Smith Wealth Management 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 Sheets Smith Wealth Management

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