Andesa Financial Management »

Vanguard Wellington Fd us momentum shares owned by Andesa Financial Management

Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by Andesa Financial Management from 13F filings

Historical chart of Andesa Financial Management investment in Vanguard Wellington Fd us momentum

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us momentum held by Andesa Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellington Fd us momentum by Andesa Financial Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $1.4M 26k 56.27
2022-12-31 $1.2M 11k 114.06
2022-09-30 $1.1M 10k 105.95

More positions owned by Andesa Financial Management

Apple (AAPL)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Microsoft Corporation (MSFT)
Eaton Corp SHS (ETN)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Broadcom (AVGO)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Strategy Day Hagan Ned (SSUS)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Global X Fds Alternative Incm (ALTY)
Air Products & Chemicals (APD)
Cme (CME)

View all positions for Andesa Financial Management

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
Alan Leist III
Anderson Hoagland & Co
Cabot Money Management
Davidson Investment Advisors
Schulz Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Symmetry Partner
Win Advisors
Armbruster Capital Management
Lincoln Capital
Journey Advisory Group
Frisch Financial Group
Umb Bank N A
Raymond James Financial Services Advisors

View all funds holding Vanguard Wellington Fd us momentum