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Vanguard Wellington Fd us momentum shares owned by Zimmermann Investment Management & Planning

Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by Zimmermann Investment Management & Planning from 13F filings

Historical chart of Zimmermann Investment Management & Planning 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 Zimmermann Investment Management & Planning 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 Zimmermann Investment Management & Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 13k 160.95
2024-06-30 $463k 3.1k 150.20

More positions owned by Zimmermann Investment Management & Planning

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr S&p 100 Etf (OEF)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Rus Top 200 Etf (IWL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vaneck Etf Trust Semiconductr Etf (SMH)
Blackrock Etf Trust Ii Flexible Income (BINC)
Global X Fds Us Infr Dev Etf (PAVE)
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Global X Fds Cybrscurty Etf (BUG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for Zimmermann Investment Management & Planning

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
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Alan Leist III
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Anderson Hoagland & Co
Cabot Money Management
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