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Vanguard Wellington Fd us minimum shares owned by Leonard Rickey Investment Advisors P

Quarter-by-quarter ownership of Vanguard Wellington Fd us minimum (VFMV) shares owned by Leonard Rickey Investment Advisors P from 13F filings

Historical chart of Leonard Rickey Investment Advisors P investment in Vanguard Wellington Fd us minimum

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us minimum held by Leonard Rickey Investment Advisors P 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 Leonard Rickey Investment Advisors P

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 1.7k 131.34
2025-06-30 $224k 1.7k 128.21
2025-03-31 $212k 1.7k 121.49
2024-12-31 $211k 1.7k 120.54
2024-09-30 $218k 1.8k 121.60
2024-06-30 $216k 1.9k 113.66
2024-03-31 $225k 2.0k 111.91
2023-12-31 $221k 2.1k 104.62
2023-09-30 $212k 2.2k 96.15