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Vintage Wine Estates shares owned by VERITY Wealth Advisors

Quarter-by-quarter ownership of Vintage Wine Estates (VWE) shares owned by VERITY Wealth Advisors from 13F filings

Historical chart of VERITY Wealth Advisors investment in Vintage Wine Estates

Tip: Access up to 7 years of quarterly data

All positions including Vintage Wine Estates held by VERITY Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vintage Wine Estates by VERITY Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6k 10k 0.36
2023-12-31 $5.0k 10k 0.50
2023-09-30 $5.7k 10k 0.57
2023-06-30 $8.6k 10k 0.86
2023-03-31 $11k 10k 1.07
2022-12-31 $33k 10k 3.26

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View all positions for VERITY Wealth Advisors

Top funds holding Vintage Wine Estates

Daniel D. Thurber
Paradice Investment Management
Vanguard Group
Alberta Investment Management Corporation
GSA Capital Partners
Bank Of Montreal
Next Capital Management
U.S. Capital Wealth Advisors
Millennium Management
EMC Capital Management
Stifel Financial
Jane Street
Arete Wealth Advisors
Charles Schwab Investment Management
Shay Capital

View all funds holding Vintage Wine Estates