Sax Wealth Advisors »

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

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

Historical chart of Sax 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 Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mega Cap 300 Growth Index ETF by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $313k 973 322.00
2024-03-31 $279k 972 286.76
2023-12-31 $252k 972 259.55
2023-09-30 $221k 972 226.82
2023-06-30 $225k 956 235.38
2023-03-31 $242k 1.2k 204.49
2022-12-31 $203k 1.2k 172.13
2022-09-30 $206k 1.2k 174.58
2022-06-30 $214k 1.2k 181.36
2022-03-31 $278k 1.2k 235.59
2021-12-31 $302k 1.2k 260.57
2021-09-30 $251k 1.1k 234.80
2021-06-30 $243k 1.0k 231.65
2021-03-31 $217k 1.0k 207.06
2020-12-31 $264k 1.3k 203.39