Bernardo Wealth Planning »

Vanguard Mega Cap 300 Value Index ETF shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Value Index ETF (MGV) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Vanguard Mega Cap 300 Value Index ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mega Cap 300 Value Index ETF held by Bernardo Wealth Planning 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 Value Index ETF by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $30M 229k 130.73
2024-06-30 $29M 243k 118.50
2024-03-31 $31M 257k 119.51
2023-12-31 $27M 246k 109.37
2023-09-30 $23M 231k 101.40
2023-06-30 $23M 222k 103.76
2023-03-31 $22M 218k 101.02
2022-12-31 $22M 215k 102.85
2022-09-30 $20M 208k 96.07
2022-06-30 $19M 200k 96.18
2022-03-31 $20M 191k 106.82
2021-12-31 $20M 191k 106.82
2021-09-30 $17M 177k 97.85
2021-06-30 $16M 165k 99.62
2021-03-31 $9.7M 102k 95.20
2020-12-31 $7.9M 91k 86.81
2020-09-30 $6.5M 85k 76.69
2020-06-30 $5.4M 74k 73.22
2020-03-31 $852k 13k 65.97