Manager Directed Portfolios shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Manager Directed Portfolios
Tip: Access up to 7 years of quarterly data
All positions including Manager Directed Portfolios held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Manager Directed Portfolios by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $656k | 63k | 10.40 |
| 2025-09-30 | $726k | 68k | 10.65 |
| 2025-06-30 | $713k | 68k | 10.46 |
| 2025-03-31 | $688k | 68k | 10.14 |
| 2024-12-31 | $686k | 68k | 10.12 |
| 2024-09-30 | $787k | 71k | 11.11 |
| 2024-06-30 | $796k | 82k | 9.67 |
| 2024-03-31 | $729k | 74k | 9.80 |
| 2023-12-31 | $703k | 71k | 9.96 |