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Vanguard Wellington Fd us momentum shares owned by Lazari Capital Management

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

Historical chart of Lazari Capital Management investment in Vanguard Wellington Fd us momentum

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All positions including Vanguard Wellington Fd us momentum held by Lazari Capital Management 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 Lazari Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 6.7k 160.95
2024-06-30 $1.0M 7.0k 150.20

More positions owned by Lazari Capital Management

Apple (AAPL)
Meta Platforms Cl A (META)
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Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Walt Disney Company (DIS)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
BP Sponsored Adr (BP)
Bank of America Corporation (BAC)
Boeing Company (BA)
Wynn Resorts (WYNN)
Abbvie (ABBV)
Verizon Communications (VZ)

View all positions for Lazari Capital Management

Top funds holding Vanguard Wellington Fd us momentum

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Anderson Hoagland & Co
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Schulz Wealth
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Systelligence
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
LPL Financial
Great Valley Advisor Group
Armbruster Capital Management
Journey Advisory Group
Lincoln Capital

View all funds holding Vanguard Wellington Fd us momentum