Vanguard Wellington shares owned by RCS Financial Planning
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by RCS Financial Planning
from 13F filings
Historical chart of RCS Financial Planning investment in Vanguard Wellington
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All positions including Vanguard Wellington held by RCS Financial Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Wellington by RCS Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $712k | 7.0k | 101.92 |
| 2025-06-30 | $706k | 7.0k | 100.93 |
| 2025-03-31 | $762k | 7.6k | 100.51 |
| 2024-12-31 | $751k | 7.5k | 100.25 |
| 2024-09-30 | $709k | 7.0k | 101.42 |
| 2024-06-30 | $619k | 6.2k | 100.07 |
| 2024-03-31 | $598k | 5.9k | 100.70 |
| 2023-12-31 | $603k | 5.9k | 101.41 |
| 2023-09-30 | $1.0M | 10k | 98.70 |