Vanguard Tax-managed Balanced shares owned by ORG Partners
Quarter-by-quarter ownership of Vanguard Tax-managed Balanced (VTMFX) shares owned by ORG Partners
from 13F filings
Historical chart of ORG Partners investment in Vanguard Tax-managed Balanced
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Tax-managed Balanced held by ORG Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $269k | 6.5k | 41.19 |
2023-09-30 | $248k | 6.5k | 37.93 |
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