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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Beaird Harris Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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