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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

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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
2023-12-31 $393k 3.0k 131.29
2023-09-30 $339k 3.0k 113.39
2023-06-30 $363k 3.0k 121.24

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)

View all positions for Warren Averett Asset Management

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