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Vanguard Wellington Fd us momentum shares owned by Belpointe Asset Management

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

Historical chart of Belpointe Asset 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 Belpointe Asset Management 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 Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $499k 3.3k 150.20
2023-03-31 $31k 275 112.54
2022-12-31 $25k 220 114.06

More positions owned by Belpointe Asset Management

Apple (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Badger Meter (BMI)
Collaborative Investmnt Ser Etf (NDOW)
Collaborative Investmnt Ser Etf (RSEE)
Amazon (AMZN)
Vanguard S&p 500 Etf Etf (VOO)
Berkshire Hathaway (BRK.B)
Belpointe Prep Etf (OZ)
Facebook Inc cl a (META)
Spdr Series Trust Spdr Bloomberg 1 3 Month T Bill Etf Etf (BIL)
Collaborative Investmnt Ser Etf (RTRE)

View all positions for Belpointe Asset Management

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
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Anderson Hoagland & Co
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management
LPL Financial
Great Valley Advisor Group
Armbruster Capital Management
Journey Advisory Group
Lincoln Capital

View all funds holding Vanguard Wellington Fd us momentum