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

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

Historical chart of Monticello 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 Monticello 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 9.3k 259.51
2023-09-30 $2.1M 9.4k 226.90
2023-06-30 $2.3M 9.6k 235.32
2023-03-31 $1.9M 11k 173.15
2022-12-31 $1.9M 11k 172.07
2022-09-30 $2.0M 11k 174.29
2022-06-30 $2.1M 11k 181.71
2022-03-31 $3.1M 13k 235.40
2021-12-31 $6.4M 25k 260.78
2021-09-30 $6.6M 28k 234.82
2021-06-30 $6.8M 29k 231.40
2021-03-31 $11M 51k 207.08
2020-12-31 $8.2M 40k 203.74