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Vanguard Tax-managed Balanced shares owned by ORG Partners

Quarter-by-quarter ownership of Vanguard Tax-managed Balanced (VTMFX) shares owned by ORG Partners from 13F filings

Historical chart of ORG Partners investment in Vanguard Tax-managed Balanced

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Tax-managed Balanced held by ORG Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Tax-managed Balanced by ORG Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $285k 6.5k 43.58
2023-12-31 $269k 6.5k 41.19
2023-09-30 $248k 6.5k 37.93

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