Vanguard Mega Cap 300 Value Index ETF shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mega Cap 300 Value Index ETF (MGV) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel 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 Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $501k | 3.9k | 128.33 |
| 2024-06-30 | $457k | 3.9k | 118.50 |
| 2024-03-31 | $461k | 3.9k | 119.51 |
| 2023-12-31 | $419k | 3.8k | 109.38 |
| 2023-09-30 | $386k | 3.8k | 101.41 |
| 2023-06-30 | $458k | 4.4k | 103.76 |
| 2023-03-31 | $443k | 4.4k | 101.01 |
| 2022-12-31 | $449k | 4.4k | 102.84 |
| 2022-09-30 | $387k | 4.3k | 89.92 |
| 2022-06-30 | $414k | 4.3k | 96.19 |
| 2022-03-31 | $459k | 4.3k | 107.32 |
| 2021-12-31 | $454k | 4.3k | 106.81 |
| 2021-09-30 | $411k | 4.2k | 97.86 |
| 2021-06-30 | $418k | 4.2k | 99.63 |
| 2021-03-31 | $395k | 4.2k | 95.19 |
| 2020-12-31 | $411k | 4.7k | 86.81 |
| 2020-09-30 | $360k | 4.7k | 76.70 |
| 2020-06-30 | $340k | 4.6k | 73.21 |
| 2020-03-31 | $304k | 4.6k | 66.01 |
| 2019-12-31 | $401k | 4.6k | 87.18 |
| 2019-09-30 | $369k | 4.5k | 81.44 |
| 2019-06-30 | $363k | 4.5k | 80.50 |
| 2019-03-31 | $352k | 4.5k | 78.03 |
| 2018-12-31 | $320k | 4.5k | 71.47 |
| 2018-09-30 | $366k | 4.6k | 80.03 |
Top funds holding Vanguard Mega Cap 300 Value Index ETF
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