Vanguard Wellington shares owned by EnRich Financial Partners
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by EnRich Financial Partners
from 13F filings
Historical chart of EnRich Financial Partners investment in Vanguard Wellington
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All positions including Vanguard Wellington held by EnRich Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Wellington by EnRich Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $358k | 3.5k | 101.41 |
| 2024-06-30 | $354k | 3.5k | 100.06 |
| 2024-03-31 | $405k | 4.0k | 100.69 |