Vanguard Mega Cap 300 Index shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mega Cap 300 Index (MGC) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Vanguard Mega Cap 300 Index
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Mega Cap 300 Index held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Mega Cap 300 Index by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 9.7k | 169.28 |
| 2023-09-30 | $1.5M | 9.7k | 151.87 |
| 2023-06-30 | $1.4M | 8.9k | 156.46 |
| 2023-03-31 | $1.3M | 8.9k | 143.14 |
| 2022-12-31 | $1.2M | 8.9k | 132.40 |
| 2022-09-30 | $1.1M | 8.9k | 124.84 |
| 2022-06-30 | $1.2M | 8.9k | 131.85 |
| 2022-03-31 | $1.4M | 8.9k | 159.08 |
| 2021-12-31 | $1.5M | 8.9k | 168.11 |
| 2021-09-30 | $1.4M | 8.9k | 152.37 |
| 2021-06-30 | $1.4M | 8.9k | 152.37 |
| 2021-03-31 | $18M | 129k | 140.23 |
| 2020-12-31 | $18M | 136k | 133.45 |
| 2020-09-30 | $16M | 134k | 119.90 |
| 2020-06-30 | $15M | 197k | 73.57 |
| 2020-03-31 | $12M | 128k | 90.94 |
| 2019-12-31 | $15M | 136k | 111.72 |