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Vanguard/wellingto.. shares owned by Livelsberger Financial Advisory

Quarter-by-quarter ownership of Vanguard/wellingto.. (VWELX) shares owned by Livelsberger Financial Advisory from 13F filings

Historical chart of Livelsberger Financial Advisory investment in Vanguard/wellingto..

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All positions including Vanguard/wellingto.. held by Livelsberger Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard/wellingto.. by Livelsberger Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $278k 6.7k 41.35

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Top funds holding Vanguard/wellingto..

Coston, McIsaac & Partners
Main Street Group

View all funds holding Vanguard/wellingto..