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Vanguard/wellingto.. shares owned by Quest 10 Wealth Builders

Quarter-by-quarter ownership of Vanguard/wellingto.. (VWELX) shares owned by Quest 10 Wealth Builders from 13F filings

Historical chart of Quest 10 Wealth Builders investment in Vanguard/wellingto..

Tip: Access up to 7 years of quarterly data

All positions including Vanguard/wellingto.. held by Quest 10 Wealth Builders consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard/wellingto.. by Quest 10 Wealth Builders

Quarter filed Position value Share count Share price at filing
2024-12-31 $49k 1.1k 42.85

More positions owned by Quest 10 Wealth Builders

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr U.s. Tech Etf (IYW)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Hlthcare Etf (IYH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Aim Etf Products Trust Allianzim Us Equ (DECU)

View all positions for Quest 10 Wealth Builders

Top funds holding Vanguard/wellingto..

Grassi Investment Management
Coston, McIsaac & Partners
Vermillion Wealth Management
Westside Investment Management

View all funds holding Vanguard/wellingto..