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Vanguard Mega Cap 300 Index shares owned by West Financial Advisors

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by West Financial Advisors from 13F filings

Historical chart of West Financial Advisors 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 West Financial Advisors 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 West Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $785k 3.8k 206.64
2024-06-30 $755k 3.8k 197.29
2024-03-31 $715k 3.8k 186.87
2023-12-31 $648k 3.8k 169.28
2023-09-30 $589k 3.9k 151.87
2023-06-30 $606k 3.9k 156.46
2023-03-31 $555k 3.9k 143.14
2022-12-31 $513k 3.9k 132.40
2022-09-30 $484k 3.9k 124.90
2022-06-30 $931k 7.1k 131.81
2022-03-31 $1.1M 7.1k 159.00
2021-12-31 $1.2M 7.1k 168.06
2021-09-30 $1.1M 7.1k 152.34
2021-06-30 $1.1M 7.1k 152.34
2021-03-31 $990k 7.1k 140.17
2020-12-31 $943k 7.1k 133.51