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
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Wellington held by Stone Point Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Wellington by Stone Point Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $697k | 6.9k | 101.41 |
2023-09-30 | $390k | 4.0k | 98.70 |
2023-06-30 | $259k | 2.6k | 100.48 |