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Vanguard Wellington Fd us momentum shares owned by Castleview Partners

Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by Castleview Partners from 13F filings

Historical chart of Castleview Partners investment in Vanguard Wellington Fd us momentum

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All positions including Vanguard Wellington Fd us momentum held by Castleview Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington Fd us momentum by Castleview Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $20k 133 151.28
2023-12-31 $18k 133 131.29
2023-09-30 $15k 133 113.39
2023-06-30 $16k 133 121.25

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate
Ea Series Trust Alpha Arch 1-3 (BOXX)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Amgen (AMGN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Nextera Energy (NEE)
Vaneck Etf Trust Clo Etf (CLOI)
Visa Com Cl A (V)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for Castleview Partners

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
Alan Leist III
Anderson Hoagland & Co
Cabot Money Management
Davidson Investment Advisors
Schulz Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Symmetry Partner
Win Advisors
LPL Financial
Armbruster Capital Management
Lincoln Capital
Journey Advisory Group
Frisch Financial Group
Umb Bank N A

View all funds holding Vanguard Wellington Fd us momentum