Vanguard Wellington Fd us momentum shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Vanguard Wellington Fd us momentum
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All positions including Vanguard Wellington Fd us momentum held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Wellington Fd us momentum by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.1M | 6.4k | 172.51 |
| 2025-03-31 | $973k | 6.4k | 151.72 |
| 2024-12-31 | $1.0M | 6.2k | 164.38 |
| 2024-09-30 | $929k | 5.8k | 160.94 |
| 2024-06-30 | $328k | 2.2k | 150.18 |
| 2024-03-31 | $286k | 1.9k | 151.28 |
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