Vanguard Wellington shares owned by Avaii Wealth Management
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Avaii Wealth Management
from 13F filings
Historical chart of Avaii Wealth Management investment in Vanguard Wellington
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Wellington held by Avaii Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Wellington by Avaii Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $210k | 2.1k | 101.90 |
| 2025-06-30 | $312k | 3.1k | 100.94 |
| 2025-03-31 | $254k | 2.5k | 100.50 |
| 2024-12-31 | $269k | 2.7k | 100.24 |
| 2024-09-30 | $300k | 3.0k | 101.42 |
| 2024-06-30 | $361k | 3.6k | 100.08 |
| 2024-03-31 | $370k | 3.7k | 100.69 |
| 2023-12-31 | $306k | 3.0k | 101.41 |