Vanguard Wellington shares owned by Beaird Harris Wealth Management
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Beaird Harris Wealth Management
from 13F filings
Historical chart of Beaird Harris Wealth Management investment in Vanguard Wellington
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Quarterly reported holdings in Vanguard Wellington by Beaird Harris Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 108k | 101.93 |
| 2025-06-30 | $11M | 106k | 100.93 |
| 2025-03-31 | $12M | 116k | 100.51 |
| 2024-12-31 | $13M | 130k | 100.25 |
| 2024-09-30 | $17M | 171k | 101.42 |
| 2024-06-30 | $18M | 178k | 100.07 |
| 2024-03-31 | $18M | 182k | 100.70 |
| 2023-12-31 | $19M | 183k | 101.41 |
| 2023-09-30 | $2.8M | 28k | 98.70 |
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