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Vanguard Mega Cap 300 Growth Index ETF shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Growth Index ETF (MGK) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in Vanguard Mega Cap 300 Growth Index ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mega Cap 300 Growth Index ETF held by AllSquare 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 Growth Index ETF by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $38k 111 343.41
2024-09-30 $36k 111 321.95
2024-06-30 $35k 111 314.21
2024-03-31 $32k 111 286.61
2023-12-31 $21k 80 259.51
2023-09-30 $18k 80 226.90
2023-06-30 $18k 80 222.13
2023-03-31 $16k 80 204.51
2022-12-31 $14k 80 172.08
2022-09-30 $14k 80 175.00
2022-06-30 $15k 80 187.50
2022-03-31 $19k 80 237.50
2021-12-31 $156k 600 260.00
2021-09-30 $141k 600 235.00
2021-06-30 $154k 665 231.58
2021-03-31 $138k 665 207.52
2020-12-31 $135k 665 203.01
2020-09-30 $193k 1.0k 185.58
2020-06-30 $185k 1.1k 163.72
2020-03-31 $144k 1.1k 127.43
2019-12-31 $165k 1.1k 146.02
2019-09-30 $150k 1.1k 132.74
2019-06-30 $146k 1.1k 129.20
2019-03-31 $141k 1.1k 124.78
2018-12-31 $180k 1.7k 107.14
2018-09-30 $215k 1.7k 127.98
2018-06-30 $194k 1.6k 119.02
2017-12-31 $8.0k 74 108.11
2017-09-30 $8.0k 74 108.11
2016-03-31 $8.0k 96 83.33
2015-12-31 $8.0k 96 83.33
2015-09-30 $7.0k 96 72.92
2015-06-30 $8.0k 96 83.33
2015-03-31 $9.0k 105 85.71
2014-12-31 $9.0k 105 85.71

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
Apple Stock (AAPL)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Microsoft Stock (MSFT)
Schwab Emerging Market Eq Etf Etf (SCHE)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab International Equity Etf Etf (SCHF)
Google Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)

View all positions for AllSquare Wealth Management

Top funds holding Vanguard Mega Cap 300 Growth Index ETF

Assetmark
Cassaday & Co Wealth Management
Morgan Stanley
Bank of America Corporation
Captrust Financial Advisors
Howard Capital Management
LPL Financial
Angeles Investment
UBS Group
Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
Pnc Financial Services
Angeles Wealth Management
Royal Bank of Canada

View all funds holding Vanguard Mega Cap 300 Growth Index ETF