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Vanguard Mega Cap 300 Value Index ETF shares owned by Truewealth

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

Historical chart of Truewealth 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 Truewealth 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 Truewealth

Quarter filed Position value Share count Share price at filing
2020-06-30 $359k 4.9k 73.30
2020-03-31 $323k 4.9k 65.95
2019-12-31 $427k 4.9k 87.18
2019-09-30 $399k 4.9k 81.46
2019-06-30 $394k 4.9k 80.44
2019-03-31 $382k 4.9k 77.99
2018-12-31 $350k 4.9k 71.46
2018-09-30 $392k 4.9k 80.03
2018-06-30 $364k 4.9k 74.32
2018-03-31 $363k 4.9k 74.11
2017-12-31 $375k 4.9k 76.56

More positions owned by Truewealth

Coca-Cola Company (KO)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Truewealth

Top funds holding Vanguard Mega Cap 300 Value Index ETF

Assetmark
Bank of America Corporation
Morgan Stanley
Lincoln National
Envestnet Asset Management
Pnc Financial Services
LPL Financial
Black Diamond Financial
Sequoia Financial Advisors
Royal Bank of Canada
Wells Fargo & Company
HighTower Advisors
Merit Financial Group
Raymond James & Associates
Means Investment

View all funds holding Vanguard Mega Cap 300 Value Index ETF