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Vanguard Mega Cap 300 Value Index ETF shares owned by Tradition Wealth Management

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

Historical chart of Tradition Wealth Management 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 Tradition Wealth Management 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 21k 109.38
2023-09-30 $1.9M 19k 101.39
2023-06-30 $1.8M 18k 103.75
2023-03-31 $1.7M 17k 101.00
2022-12-31 $1.7M 17k 102.88
2022-09-30 $1.5M 17k 89.93
2022-06-30 $1.5M 16k 96.15
2022-03-31 $1.6M 15k 107.30
2021-12-31 $1.5M 14k 106.83
2021-09-30 $473k 4.8k 97.75
2021-06-30 $415k 4.2k 99.54
2021-03-31 $273k 2.9k 95.12