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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
2024-12-31 $706k 4.3k 164.37
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 Common Stock (AAPL)
Meta Platforms Common Stock (META)
Amazon Common Stock (AMZN)
Nvidia Corporation Common Stock (NVDA)
Uber Technologies Common Stock (UBER)
Alphabet Common Stock (GOOGL)
Disney Walt Common Stock (DIS)
Microsoft Corp Common Stock (MSFT)
BP American Depository Receipt (BP)
Boeing Common Stock (BA)
Tesla Common Stock (TSLA)
Bank America Corp Common Stock (BAC)
Netflix Common Stock (NFLX)
Vanguard Index Fds Exchange Traded Fund (VTI)
Abbvie Common Stock (ABBV)

View all positions for Lazari Capital Management

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
Alan Leist III
Anderson Hoagland & Co
Davidson Investment Advisors
Cabot Money Management
Schulz Wealth
Envestnet Asset Management
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
Umb Bank N A

View all funds holding Vanguard Wellington Fd us momentum