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Vanguard Wellington Fd us momentum shares owned by IAM Advisory

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

Historical chart of IAM Advisory 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 IAM Advisory 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 IAM Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 8.3k 164.37
2024-09-30 $1.3M 8.3k 160.95
2024-06-30 $1.2M 8.1k 150.21
2024-03-31 $1.2M 8.1k 151.29

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Proshares Tr S&p 500 Dv Arist (NOBL)
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Us Quality Grow (QGRO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vaneck Etf Trust Semiconductr Etf (SMH)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Broadcom (AVGO)

View all positions for IAM Advisory

Top funds holding Vanguard Wellington Fd us momentum

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

View all funds holding Vanguard Wellington Fd us momentum