Vanguard Wellington shares owned by Level Financial Advisors
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in Vanguard Wellington
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Quarterly reported holdings in Vanguard Wellington by Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $233k | 2.3k | 101.42 |
| 2024-06-30 | $229k | 2.3k | 100.07 |
| 2024-03-31 | $231k | 2.3k | 100.70 |
| 2023-12-31 | $232k | 2.3k | 101.41 |
| 2023-09-30 | $81k | 821 | 98.70 |