Vanguard Wellington Fd us momentum shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Vanguard Wellington Fd us momentum
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Quarterly reported holdings in Vanguard Wellington Fd us momentum by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $717k | 4.4k | 164.37 |
| 2024-09-30 | $1.1M | 6.7k | 160.95 |
| 2024-06-30 | $1.0M | 6.8k | 150.20 |
| 2024-03-31 | $1.7M | 12k | 151.28 |
| 2023-12-31 | $1.7M | 13k | 131.29 |
| 2023-09-30 | $1.6M | 14k | 113.39 |
| 2023-06-30 | $1.8M | 15k | 121.24 |
| 2023-03-31 | $1.6M | 15k | 112.54 |
| 2021-12-31 | $1.9M | 14k | 133.15 |
| 2021-09-30 | $1.8M | 14k | 130.19 |
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