T Rowe Price Etf shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of T Rowe Price Etf (TAGG) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in T Rowe Price Etf
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Quarterly reported holdings in T Rowe Price Etf by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $265k | 6.2k | 43.06 |
| 2025-06-30 | $267k | 6.2k | 42.68 |
| 2025-03-31 | $267k | 6.2k | 42.80 |
| 2024-12-31 | $807k | 19k | 41.88 |
| 2024-09-30 | $1.3M | 30k | 42.26 |
| 2024-06-30 | $1.0M | 25k | 41.91 |
| 2024-03-31 | $1.3M | 30k | 42.26 |
| 2023-12-31 | $3.5M | 82k | 42.98 |
| 2023-09-30 | $18M | 434k | 40.71 |
| 2023-06-30 | $25M | 596k | 42.58 |
| 2023-03-31 | $20M | 454k | 42.85 |
| 2022-12-31 | $15M | 363k | 42.12 |
| 2022-09-30 | $17M | 395k | 41.82 |
| 2022-06-30 | $19M | 435k | 44.24 |
| 2022-03-31 | $17M | 365k | 46.76 |
| 2021-12-31 | $16M | 322k | 49.87 |
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