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Vanguard Wellesley Income-adm shares owned by Westside Investment Management

Quarter-by-quarter ownership of Vanguard Wellesley Income-adm (VWIAX) shares owned by Westside Investment Management from 13F filings

Historical chart of Westside Investment Management investment in Vanguard Wellesley Income-adm

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellesley Income-adm held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellesley Income-adm by Westside Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3k 37 62.08
2023-12-31 $2.3k 37 61.78
2023-09-30 $2.2k 37 58.59
2023-06-30 $2.3k 37 60.84
2023-03-31 $2.3k 37 60.86
2022-12-31 $2.2M 37 60729.73
2022-09-30 $2.2M 37 59837.84
2022-06-30 $2.5M 37 68810.81
2022-03-31 $2.5M 37 68810.81
2021-12-31 $2.7M 37 73054.05
2021-09-30 $2.7M 37 73054.05
2021-06-30 $2.7M 37 72864.86
2021-03-31 $2.6M 37 70432.43