Vanguard Mega Cap 300 Value Index ETF shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Vanguard Mega Cap 300 Value Index ETF (MGV) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners 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 Principle Wealth Partners 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 |
---|---|---|---|
2024-06-30 | $3.6M | 30k | 118.50 |
2024-03-31 | $3.6M | 30k | 119.51 |
2023-12-31 | $3.2M | 29k | 109.37 |
2023-09-30 | $2.8M | 28k | 101.40 |
2023-06-30 | $3.0M | 29k | 103.76 |
2023-03-31 | $3.0M | 30k | 101.02 |
2022-12-31 | $3.7M | 36k | 102.85 |
2022-09-30 | $3.1M | 34k | 89.92 |
2022-06-30 | $2.5M | 26k | 96.18 |
2022-03-31 | $1.8M | 17k | 107.33 |
2021-12-31 | $1.5M | 14k | 106.83 |
2021-09-30 | $1.4M | 14k | 97.82 |
2021-06-30 | $1.4M | 14k | 99.61 |
2021-03-31 | $1.4M | 15k | 95.23 |
2020-12-31 | $1.5M | 17k | 86.83 |
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