Vanguard Wellington shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Vanguard Wellington
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Wellington held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Wellington by Concurrent Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $280k | 2.8k | 101.42 |
More positions owned by Concurrent Investment Advisors
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