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Vanguard Mega Cap 300 Growth Index ETF shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners 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 Concord Wealth Partners 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 Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $173k 538 322.11
2024-06-30 $169k 537 314.28
2024-03-31 $154k 537 286.67
2023-12-31 $154k 593 259.31
2023-09-30 $137k 604 226.78
2023-06-30 $175k 743 235.30
2023-03-31 $152k 743 204.60
2022-12-31 $148k 859 171.98
2022-06-30 $135k 741 182.19
2022-03-31 $174k 740 235.14
2021-12-31 $193k 739 261.16