Manager Directed Portfolios shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Manager Directed Portfolios
Tip: Access up to 7 years of quarterly data
All positions including Manager Directed Portfolios held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Manager Directed Portfolios by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 651k | 10.65 |
| 2025-06-30 | $6.9M | 657k | 10.46 |
| 2025-03-31 | $6.8M | 676k | 10.14 |
| 2024-12-31 | $7.4M | 728k | 10.12 |
| 2024-09-30 | $8.5M | 764k | 11.11 |
| 2024-06-30 | $7.6M | 786k | 9.67 |
| 2024-03-31 | $8.1M | 827k | 9.80 |
| 2023-12-31 | $8.3M | 830k | 9.96 |