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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
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

More positions owned by Leonard Rickey Investment Advisors P

Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Total Usd (IUSB)
Schwab Charles Family Amt Tax Free Mny (SCTXX)

View all positions for Leonard Rickey Investment Advisors P

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