Vanguard Wellington shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Vanguard Wellington
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Wellington held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Wellington by HBK Sorce Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $457k | 4.5k | 100.70 |
2023-12-31 | $434k | 4.3k | 101.41 |