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Vanguard Wellesley Income shares owned by Platt Wealth Management

Quarter-by-quarter ownership of Vanguard Wellesley Income (VBCI) shares owned by Platt Wealth Management from 13F filings

Historical chart of Platt Wealth Management investment in Vanguard Wellesley Income

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All positions including Vanguard Wellesley Income held by Platt Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellesley Income by Platt Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $395k 5.2k 75.67

More positions owned by Platt Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
Monster Beverage Corp (MNST)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Caterpillar (CAT)
T Rowe Price Etf Us Equity Resear (TSPA)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)

View all positions for Platt Wealth Management

Top funds holding Vanguard Wellesley Income

Susquehanna International
Citadel Advisors
Jane Street
Kohmann Bosshard Financial Services
Platt Wealth Management

View all funds holding Vanguard Wellesley Income