Manager Directed Portfolios shares owned by Meritas Wealth Management
Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Meritas Wealth Management
from 13F filings
Historical chart of Meritas Wealth Management investment in Manager Directed Portfolios
Tip: Access up to 7 years of quarterly data
All positions including Manager Directed Portfolios held by Meritas Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Manager Directed Portfolios by Meritas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 200k | 10.65 |
| 2025-06-30 | $2.1M | 198k | 10.46 |
| 2025-03-31 | $2.0M | 197k | 10.14 |
| 2024-12-31 | $1.6M | 160k | 10.12 |
| 2024-09-30 | $1.7M | 155k | 11.11 |
| 2024-06-30 | $1.3M | 134k | 9.67 |
| 2024-03-31 | $1.1M | 113k | 9.80 |