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Vanguard Scottsdale Fds cmn shares owned by Aj Wealth Strategies

Quarter-by-quarter ownership of Vanguard Scottsdale Fds cmn (VONE) shares owned by Aj Wealth Strategies from 13F filings

Historical chart of Aj Wealth Strategies investment in Vanguard Scottsdale Fds cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds cmn held by Aj Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Scottsdale Fds cmn by Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.5M 7.3k 201.56
2023-03-31 $1.4M 7.3k 186.33
2022-12-31 $1.5M 8.7k 174.23

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding Vanguard Scottsdale Fds cmn

Red Cedar Investment Management
UBS Group
Bank of America Corporation
Daido Life Insurance
Austin Private Wealth
HPM Partners
Goldman Sachs Group
Warren Averett Asset Management
Private Capital Management
Stifel Financial
Bank of New York Mellon
Hilltop Partners
Flower City Capital
Sherrill & Hutchins Financial Advisory
Raymond James Financial Services Advisors

View all funds holding Vanguard Scottsdale Fds cmn