Vanguard Wellington Fd us momentum shares owned by Chicago Partners Investment
Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by Chicago Partners Investment
from 13F filings
Historical chart of Chicago Partners Investment investment in Vanguard Wellington Fd us momentum
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Quarterly reported holdings in Vanguard Wellington Fd us momentum by Chicago Partners Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $337k | 2.1k | 163.20 |
| 2024-06-30 | $315k | 2.1k | 152.92 |
| 2024-03-31 | $319k | 2.2k | 143.67 |
| 2023-06-30 | $211k | 1.7k | 122.66 |
| 2023-03-31 | $223k | 2.0k | 112.99 |
| 2022-12-31 | $228k | 1.9k | 119.07 |
| 2022-09-30 | $220k | 1.9k | 118.53 |
| 2022-06-30 | $472k | 4.1k | 115.40 |
| 2022-03-31 | $454k | 4.1k | 111.41 |
| 2021-12-31 | $495k | 4.1k | 121.71 |
| 2021-09-30 | $570k | 4.1k | 140.53 |
| 2021-06-30 | $524k | 4.1k | 129.16 |
| 2021-03-31 | $525k | 4.1k | 129.57 |
| 2020-12-31 | $537k | 4.3k | 123.48 |
| 2020-09-30 | $418k | 4.3k | 96.22 |
| 2020-06-30 | $389k | 4.3k | 91.25 |
| 2020-03-31 | $319k | 4.3k | 74.90 |
| 2019-12-31 | $380k | 4.3k | 89.35 |
| 2019-09-30 | $346k | 4.2k | 81.60 |
| 2019-06-30 | $356k | 4.2k | 84.12 |
| 2019-03-31 | $332k | 4.2k | 78.64 |
| 2018-12-31 | $346k | 4.8k | 72.14 |
| 2018-09-30 | $309k | 4.2k | 73.47 |
| 2018-06-30 | $340k | 4.2k | 81.05 |
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