Vanguard Lifestrategy Moderate shares owned by Ferguson Wellman Capital Management
Quarter-by-quarter ownership of Vanguard Lifestrategy Moderate (VSMGX) shares owned by Ferguson Wellman Capital Management
from 13F filings
Historical chart of Ferguson Wellman Capital Management investment in Vanguard Lifestrategy Moderate
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Quarterly reported holdings in Vanguard Lifestrategy Moderate by Ferguson Wellman Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $274k | 8.1k | 33.80 |
| 2024-06-30 | $258k | 8.1k | 31.84 |
| 2024-03-31 | $258k | 8.1k | 31.78 |
| 2023-12-31 | $263k | 8.6k | 30.45 |
| 2023-09-30 | $315k | 11k | 28.68 |
| 2023-06-30 | $325k | 11k | 29.63 |
| 2023-03-31 | $463k | 16k | 28.95 |
| 2022-12-31 | $439k | 16k | 27.45 |
| 2022-09-30 | $454k | 17k | 26.21 |
| 2022-06-30 | $568k | 20k | 27.88 |
| 2022-03-31 | $680k | 22k | 31.64 |
| 2021-12-31 | $721k | 22k | 33.54 |
| 2021-09-30 | $724k | 22k | 33.37 |
| 2021-06-30 | $581k | 17k | 33.63 |
| 2021-03-31 | $557k | 17k | 32.29 |
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