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Vanguard Wellington Fd us minimum shares owned by Leo Wealth

Quarter-by-quarter ownership of Vanguard Wellington Fd us minimum (VFMV) shares owned by Leo Wealth from 13F filings

Historical chart of Leo Wealth investment in Vanguard Wellington Fd us minimum

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All positions including Vanguard Wellington Fd us minimum held by Leo Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington Fd us minimum by Leo Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $274k 2.4k 113.29

More positions owned by Leo Wealth

Johnson & Johnson (JNJ)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Affirm Hldgs Com Cl A (AFRM)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Leo Wealth

Top funds holding Vanguard Wellington Fd us minimum

Anderson Hoagland & Co
Foundations Investment Advisors
Goss Wealth Management
Umb Bank N A
UBS Group
LPL Financial
Pathstone Holdings
H D Vest Advisory Services
Compass Financial Group
Envestnet Asset Management
Royal Bank of Canada
Orion Portfolio Solutions
Interchange Capital Partners
Cambridge Investment Research Advisors
Commonwealth Equity Services

View all funds holding Vanguard Wellington Fd us minimum