Vanguard Wellington Fd us momentum shares owned by Barrett & Company
Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by Barrett & Company
from 13F filings
Historical chart of Barrett & Company investment in Vanguard Wellington Fd us momentum
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Quarterly reported holdings in Vanguard Wellington Fd us momentum by Barrett & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24k | 125 | 191.59 |
| 2025-06-30 | $22k | 125 | 172.52 |
| 2025-03-31 | $19k | 125 | 151.71 |
| 2024-12-31 | $21k | 125 | 164.37 |
| 2024-09-30 | $20k | 125 | 160.95 |
| 2024-06-30 | $19k | 125 | 150.20 |
| 2024-03-31 | $19k | 125 | 151.28 |
| 2023-12-31 | $16k | 125 | 131.29 |
| 2023-09-30 | $14k | 125 | 113.39 |
| 2023-06-30 | $15k | 125 | 121.25 |
| 2023-03-31 | $14k | 125 | 112.54 |
| 2022-12-31 | $14k | 125 | 114.06 |
| 2022-09-30 | $14k | 125 | 114.06 |
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