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Vanguard Wellington shares owned by Walter & Keenan Financial Consulting

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Walter & Keenan Financial Consulting from 13F filings

Historical chart of Walter & Keenan Financial Consulting investment in Vanguard Wellington

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All positions including Vanguard Wellington held by Walter & Keenan Financial Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Walter & Keenan Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-12-31 $244k 2.4k 101.58
2025-09-30 $270k 2.7k 101.92
2025-06-30 $278k 2.8k 100.93