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Vanguard Wellington Fd us momentum shares owned by Atlas Capital Advisors

Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by Atlas Capital Advisors from 13F filings

Historical chart of Atlas Capital Advisors investment in Vanguard Wellington Fd us momentum

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All positions including Vanguard Wellington Fd us momentum held by Atlas Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington Fd us momentum by Atlas Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $19k 116 160.95
2024-06-30 $24k 162 150.20
2024-03-31 $28k 182 151.27
2023-12-31 $24k 182 131.29
2023-09-30 $21k 182 113.38
2023-06-30 $22k 182 121.24
2023-03-31 $35k 314 112.54
2022-12-31 $79k 689 114.06
2022-09-30 $77k 724 105.76
2022-06-30 $229k 2.1k 106.58
2022-03-31 $275k 2.2k 126.41
2021-12-31 $423k 3.2k 133.15
2021-09-30 $613k 4.8k 128.62
2021-06-30 $608k 4.6k 131.49
2021-03-31 $88k 711 123.92
2020-12-31 $47k 416 112.65
2020-06-30 $40k 468 85.95
2020-03-31 $53k 784 67.58