Vanguard/wellingto.. shares owned by Grassi Investment Management
Quarter-by-quarter ownership of Vanguard/wellingto.. (VWELX) shares owned by Grassi Investment Management
from 13F filings
Historical chart of Grassi Investment Management investment in Vanguard/wellingto..
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Quarterly reported holdings in Vanguard/wellingto.. by Grassi Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $221k | 4.9k | 45.31 |
| 2025-03-31 | $203k | 4.9k | 41.86 |
| 2024-12-31 | $207k | 4.8k | 42.93 |
| 2024-09-30 | $205k | 4.4k | 46.37 |
| 2020-12-31 | $218k | 4.9k | 44.26 |
| 2019-03-31 | $234k | 5.8k | 40.08 |
| 2017-06-30 | $344k | 8.4k | 40.99 |
| 2017-03-31 | $335k | 8.3k | 40.19 |
| 2016-12-31 | $324k | 8.3k | 39.10 |
| 2016-09-30 | $314k | 8.1k | 38.86 |
| 2016-06-30 | $306k | 8.0k | 38.12 |
| 2015-09-30 | $346k | 9.4k | 36.95 |
| 2015-06-30 | $292k | 7.5k | 38.76 |
| 2015-03-31 | $294k | 7.5k | 39.26 |
| 2014-12-31 | $291k | 7.4k | 39.09 |
| 2014-09-30 | $283k | 7.1k | 39.74 |
| 2014-06-30 | $282k | 7.1k | 39.83 |
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