Vanguard Mega Cap 300 Value Index ETF shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Vanguard Mega Cap 300 Value Index ETF (MGV) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial 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 Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 23k | 128.28 |
| 2024-06-30 | $2.7M | 23k | 118.50 |
| 2024-03-31 | $2.8M | 23k | 119.51 |
| 2023-09-30 | $2.4M | 23k | 101.40 |
| 2023-06-30 | $2.4M | 23k | 103.76 |
| 2023-03-31 | $2.4M | 23k | 101.02 |
| 2022-12-31 | $2.4M | 23k | 102.85 |
| 2022-09-30 | $2.1M | 23k | 89.92 |
| 2022-06-30 | $2.7M | 28k | 96.16 |
| 2022-03-31 | $3.0M | 28k | 107.31 |
| 2021-12-31 | $3.0M | 28k | 106.83 |
| 2021-09-30 | $2.7M | 28k | 97.84 |
| 2021-06-30 | $2.3M | 23k | 99.60 |
| 2021-03-31 | $2.2M | 23k | 95.18 |
| 2020-12-31 | $2.2M | 25k | 86.84 |
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