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Vanguard Wellington Fd us momentum shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth 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 Fullcircle Wealth 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 Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 7.1k 152.57

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United Parcel Service CL B (UPS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Snowflake Cl A (SNOW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Bloomberg High Y (JNK)
Texas Instruments Incorporated (TXN)
Unilever Spon Adr New (UL)
Ishares Tr Core Total Usd (IUSB)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)

View all positions for Fullcircle Wealth

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
Alan Leist III
Davidson Investment Advisors
Anderson Hoagland & Co
Cabot Money Management
Systelligence
Envestnet Asset Management
Schulz Wealth
Symmetry Partner
LPL Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Armbruster Capital Management
Journey Advisory Group
Lincoln Capital
Great Valley Advisor Group

View all funds holding Vanguard Wellington Fd us momentum