Vanguard Wellington Fd us minimum shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Vanguard Wellington Fd us minimum (VFMV) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Vanguard Wellington Fd us minimum
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Quarterly reported holdings in Vanguard Wellington Fd us minimum by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.0M | 16k | 128.23 |
| 2025-03-31 | $1.7M | 13k | 126.74 |
| 2024-12-31 | $1.6M | 14k | 120.51 |
| 2024-09-30 | $1.5M | 12k | 121.62 |
| 2024-06-30 | $1.3M | 12k | 113.65 |
| 2024-03-31 | $1.3M | 11k | 111.90 |
| 2023-12-31 | $4.9M | 47k | 104.64 |
| 2023-09-30 | $4.5M | 46k | 96.17 |
| 2023-06-30 | $4.2M | 42k | 99.78 |
| 2023-03-31 | $3.9M | 40k | 98.38 |
| 2022-12-31 | $3.8M | 39k | 98.38 |
| 2022-09-30 | $3.4M | 39k | 89.16 |
| 2022-06-30 | $3.5M | 36k | 96.32 |
| 2022-03-31 | $3.5M | 34k | 103.49 |
| 2021-12-31 | $1.2M | 11k | 106.63 |
| 2021-09-30 | $1.1M | 12k | 97.72 |
| 2021-06-30 | $1.4M | 15k | 98.25 |
| 2021-03-31 | $482k | 5.2k | 93.48 |
| 2020-12-31 | $461k | 5.2k | 89.41 |
| 2020-09-30 | $425k | 5.2k | 82.43 |
| 2020-06-30 | $408k | 5.2k | 79.13 |
| 2020-03-31 | $292k | 4.1k | 71.59 |
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