Vanguard Wellington shares owned by Silver Oak Advisory Group
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Silver Oak Advisory Group
from 13F filings
Historical chart of Silver Oak Advisory Group investment in Vanguard Wellington
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Wellington held by Silver Oak Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Wellington by Silver Oak Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 20k | 101.38 |
| 2024-06-30 | $1.8M | 18k | 100.07 |
| 2024-03-31 | $1.7M | 17k | 100.71 |
| 2023-12-31 | $1.6M | 16k | 101.39 |
| 2023-09-30 | $693k | 7.0k | 98.61 |