Vanguard Mega Cap 300 Value Index ETF shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mega Cap 300 Value Index ETF (MGV) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Vanguard Mega Cap 300 Value Index ETF
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Quarterly reported holdings in Vanguard Mega Cap 300 Value Index ETF by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 39k | 128.28 |
| 2024-06-30 | $4.9M | 39k | 123.85 |
| 2024-03-31 | $4.6M | 40k | 115.09 |
| 2023-12-31 | $4.5M | 41k | 109.37 |
| 2023-09-30 | $4.0M | 40k | 101.40 |
| 2023-06-30 | $4.2M | 40k | 103.76 |
| 2023-03-31 | $4.0M | 40k | 101.02 |
| 2022-12-31 | $4.1M | 40k | 102.85 |
| 2022-09-30 | $3.6M | 40k | 89.93 |
| 2022-06-30 | $4.2M | 44k | 96.18 |
| 2022-03-31 | $5.9M | 55k | 107.32 |
| 2021-12-31 | $6.3M | 59k | 106.81 |
More positions owned by EverSource Wealth Advisors
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