Vanguard Wellington shares owned by Stone Point Wealth
Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Stone Point Wealth
from 13F filings
Historical chart of Stone Point Wealth investment in Vanguard Wellington
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Quarterly reported holdings in Vanguard Wellington by Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $569k | 5.7k | 100.25 |
| 2024-09-30 | $587k | 5.8k | 101.42 |
| 2024-06-30 | $603k | 6.0k | 100.07 |
| 2024-03-31 | $690k | 6.9k | 100.70 |
| 2023-12-31 | $697k | 6.9k | 101.41 |
| 2023-09-30 | $390k | 4.0k | 98.70 |
| 2023-06-30 | $259k | 2.6k | 100.48 |