Vanguard Wellington shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in Vanguard Wellington
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Quarterly reported holdings in Vanguard Wellington by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $147k | 1.4k | 101.39 |
| 2024-06-30 | $205k | 2.0k | 100.06 |
| 2024-03-31 | $205k | 2.0k | 100.68 |
| 2023-12-31 | $205k | 2.0k | 101.43 |
| 2023-09-30 | $198k | 2.0k | 98.47 |
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