Vanguard Growth ETF shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.9M | 9.3k | 310.87 |
| 2023-09-30 | $3.6M | 13k | 272.31 |
| 2023-06-30 | $4.0M | 14k | 282.97 |
| 2023-03-31 | $3.2M | 15k | 217.44 |
| 2022-12-31 | $3.1M | 15k | 213.11 |
| 2022-09-30 | $3.3M | 15k | 213.95 |
| 2022-06-30 | $3.4M | 15k | 222.90 |
| 2022-03-31 | $4.7M | 16k | 287.59 |
| 2021-12-31 | $6.9M | 22k | 320.93 |
| 2021-09-30 | $6.5M | 22k | 290.18 |
| 2021-06-30 | $6.7M | 24k | 286.81 |
| 2021-03-31 | $9.0M | 35k | 257.03 |
| 2020-12-31 | $8.3M | 33k | 253.34 |
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