Vanguard Wellington shares owned by IFP Advisors
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Vanguard Wellington
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Wellington held by IFP Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Wellington by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $25k | 250 | 100.07 |