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Vanguard Mega Cap 300 Growth Index ETF shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.5M 17k 259.51
2023-09-30 $4.1M 18k 226.90
2023-06-30 $4.4M 19k 235.32
2023-03-31 $3.8M 19k 204.52
2022-12-31 $3.1M 18k 172.07
2022-09-30 $3.2M 18k 174.31
2022-06-30 $3.6M 20k 181.75
2022-03-31 $4.8M 20k 235.36
2021-12-31 $6.6M 25k 260.79