Manager Directed Portfolios shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Manager Directed Portfolios
Tip: Access up to 7 years of quarterly data
All positions including Manager Directed Portfolios held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Manager Directed Portfolios by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 143k | 10.65 |
| 2025-06-30 | $3.7M | 356k | 10.46 |
| 2025-03-31 | $7.4M | 725k | 10.14 |
| 2024-12-31 | $7.9M | 781k | 10.12 |
| 2024-09-30 | $8.8M | 791k | 11.11 |
| 2024-06-30 | $7.6M | 790k | 9.67 |