Vanguard Mega Cap 300 Index shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Vanguard Mega Cap 300 Index
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All positions including Vanguard Mega Cap 300 Index held by Summit Wealth & Retirement Planning 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 Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $38M | 185k | 206.64 |
| 2024-06-30 | $37M | 185k | 197.29 |
| 2024-03-31 | $35M | 184k | 186.87 |
| 2023-12-31 | $31M | 180k | 169.28 |
| 2023-09-30 | $28M | 183k | 151.87 |
| 2023-06-30 | $28M | 181k | 156.46 |
| 2023-03-31 | $26M | 184k | 143.14 |
| 2022-12-31 | $24M | 181k | 132.40 |
| 2022-09-30 | $23M | 184k | 124.82 |
| 2022-06-30 | $26M | 197k | 131.81 |
| 2022-03-31 | $30M | 191k | 159.04 |
| 2021-12-31 | $34M | 204k | 168.08 |
| 2021-09-30 | $30M | 194k | 152.39 |
| 2021-06-30 | $28M | 184k | 152.34 |
| 2021-03-31 | $26M | 184k | 140.23 |
| 2020-12-31 | $22M | 167k | 133.45 |
| 2020-09-30 | $20M | 166k | 119.90 |
| 2020-06-30 | $5.0M | 46k | 109.46 |
| 2020-03-31 | $2.6M | 28k | 90.94 |
More positions owned by Summit Wealth & Retirement Planning
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