Who owns Vanguard Wellesley Income-adm?
- Ticker: VWIAX
- CUSIP Number: 921938205
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Analyze quarterly positions in Vanguard Wellesley Income-adm with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Vanguard Wellesley Income-adm this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Strategic Investment Solutions | 4.9M | $287M | 6222% | Sep 2023 |
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Livelsberger Financial Advisory | 454.00 | $28k | 100% | Dec 2023 |
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Westside Investment Management | 37.00 | $2.3k | 0% | Dec 2023 |
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Coston, McIsaac & Partners | 26.00 | $999.999000 | 4% | Dec 2023 |
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Who sold out of Vanguard Wellesley Income-adm?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Frank. Day | Sep 2023 | 34k | $1.9M |
RE Dickinson Investment Advisors | Jun 2023 | 595.00 | $35k |