Vanguard Wellington shares owned by Life Planning Partners
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Life Planning Partners
from 13F filings
Historical chart of Life Planning Partners investment in Vanguard Wellington
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Wellington held by Life Planning Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Wellington by Life Planning Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $1.1M | 107k | 9.98 |
2023-12-31 | $387k | 3.8k | 101.41 |