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Vanguard Wellington Fd us momentum shares owned by Warren Averett Asset Management

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

Historical chart of Warren Averett Asset Management investment in Vanguard Wellington Fd us momentum

Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 2025350k400k450k500k3000305031003150
Value ($)Share countHistorical VFMO position of Warren Averett Asset … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us momentum held by Warren Averett Asset 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $523k 3.2k 164.37
2024-09-30 $512k 3.2k 160.97
2024-06-30 $478k 3.2k 150.21
2024-03-31 $466k 3.1k 151.29
2023-12-31 $393k 3.0k 131.29
2023-09-30 $339k 3.0k 113.39
2023-06-30 $363k 3.0k 121.24