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Vanguard Mega Cap 300 Value Index ETF shares owned by BSW Wealth Partners

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

Historical chart of BSW Wealth Partners 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 BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mega Cap 300 Value Index ETF by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.9M 77k 128.28
2024-06-30 $9.7M 82k 118.50
2024-03-31 $18M 151k 119.51
2023-12-31 $32M 293k 109.37
2023-09-30 $31M 300k 101.40
2023-06-30 $31M 302k 103.76
2023-03-31 $29M 286k 101.02
2022-12-31 $29M 279k 102.85