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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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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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 |
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