Vanguard Wellington Fd us minimum shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of Vanguard Wellington Fd us minimum (VFMV) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in Vanguard Wellington Fd us minimum
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Quarterly reported holdings in Vanguard Wellington Fd us minimum by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $79k | 754 | 104.70 |
| 2023-09-30 | $72k | 750 | 96.16 |
| 2023-06-30 | $75k | 747 | 99.74 |
| 2023-03-31 | $73k | 743 | 98.34 |
| 2022-12-31 | $73k | 737 | 98.40 |
| 2022-09-30 | $65k | 732 | 88.80 |
| 2022-06-30 | $70k | 725 | 96.55 |
| 2022-03-31 | $75k | 725 | 103.45 |
| 2021-12-31 | $77k | 723 | 106.50 |
| 2021-09-30 | $70k | 720 | 97.22 |
| 2021-06-30 | $70k | 714 | 98.04 |
| 2020-12-31 | $64k | 713 | 89.76 |
| 2020-09-30 | $58k | 708 | 81.92 |
| 2020-06-30 | $55k | 700 | 78.57 |
| 2020-03-31 | $50k | 700 | 71.43 |
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