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Vanguard Wellington Fd us momentum shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies 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 Proactive Wealth Strategies 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 Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $254k 1.0k 249.63

More positions owned by Proactive Wealth Strategies

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
NVIDIA Corporation (NVDA)
Palo Alto Networks (PANW)
Apple (AAPL)
RBB F/m Us Treasury (TBIL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
Sprott Asset Management Physical Silver (PSLV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange-traded SHS (FVD)
Microsoft Corporation (MSFT)
Amazon (AMZN)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Proactive Wealth Strategies

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
Alan Leist III
LPL Financial
Great Valley Advisor Group
Raymond James Financial
Davidson Investment Advisors
Anderson Hoagland & Co
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Cetera Investment Advisers
Systelligence
Envestnet Asset Management
Two Sigma Investments
Bank of America Corporation
Cambridge Investment Research Advisors
UBS Group

View all funds holding Vanguard Wellington Fd us momentum