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Vanguard Wellington Fd us minimum shares owned by Tradition Wealth Management

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

Historical chart of Tradition Wealth Management 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 Tradition Wealth Management 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $52k 500 104.00
2023-09-30 $48k 500 96.00
2023-06-30 $50k 500 100.00
2023-03-31 $49k 500 98.00

More positions owned by Tradition Wealth Management

Schwab Us Large Cap Uit Exchange Traded (SCHG)
Ft Cboe Vest Fund Of Uit Exchange Traded (BUFR)
Schwab Fundamental Inl Uit Exchange Traded (FNDF)
Apple Common Stock (AAPL)
Invsc S P 500 Equal Uit Exchange Traded (RSP)
Innovator Us Equity Uit Exchange Traded (UMAY)
Schwab Us Dividend Uit Exchange Traded (SCHD)
Ishares Russell 1000 Uit Exchange Traded (IWD)
Jpmorgan Equity Premium Uit Exchange Traded (JEPI)
Spdr Portfolio S&p 500 Uit Exchange Traded (SPLG)
Xtrackers Msci Eafe Hdgd Uit Exchange Traded (DBEF)
Ishares Msci Usa Qlty Uit Exchange Traded (QUAL)
Schwab Fundamental Us Uit Exchange Traded (FNDX)
Vanguard Dividend Uit Exchange Traded (VIG)
Pacer Us Small Cap Cash Uit Exchange Traded (CALF)

View all positions for Tradition Wealth Management

Top funds holding Vanguard Wellington Fd us minimum

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View all funds holding Vanguard Wellington Fd us minimum