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Leonard Rickey Investment Advisors P »

Vanguard Wellington Fd us minimum shares owned by Leonard Rickey Investment Advisors P

Quarter-by-quarter ownership of Vanguard Wellington Fd us minimum (VFMV) shares owned by Leonard Rickey Investment Advisors P from 13F filings

Historical chart of Leonard Rickey Investment Advisors P investment in Vanguard Wellington Fd us minimum

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All positions including Vanguard Wellington Fd us minimum held by Leonard Rickey Investment Advisors P 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 Leonard Rickey Investment Advisors P

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$225k	2.0k	111.91
2023-12-31	$221k	2.1k	104.62
2023-09-30	$212k	2.2k	96.15

More positions owned by Leonard Rickey Investment Advisors P

Ishares Tr Core S&p Mcp Etf (IJH)

Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)

Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Malvern Fds Strm Infproidx (VTIP)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Ishares Tr National Mun Etf (MUB)

Ishares Tr Msci Usa Min Vol (USMV)

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

Vanguard Index Fds Growth Etf (VUG)

Ishares Tr Core Total Usd (IUSB)

Ishares Gold Tr Ishares New (IAU)

Microsoft Corporation (MSFT)

View all positions for Leonard Rickey Investment Advisors P

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