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
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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
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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 |
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