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Vanguard Wellington Fd us minimum shares owned by Brown Wealth Management

Quarter-by-quarter ownership of Vanguard Wellington Fd us minimum (VFMV) shares owned by Brown Wealth Management from 13F filings

Historical chart of Brown Wealth Management investment in Vanguard Wellington Fd us minimum

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us minimum held by Brown Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington Fd us minimum by Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $241k 2.2k 111.89
2023-12-31 $225k 2.2k 104.64
2023-09-30 $207k 2.2k 96.17
2023-06-30 $215k 2.2k 99.78

More positions owned by Brown Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Msci Emg Mkt Etf (EEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Brown Wealth Management

Top funds holding Vanguard Wellington Fd us minimum

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