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Vanguard/wellingto.. shares owned by Westside Investment Management

Quarter-by-quarter ownership of Vanguard/wellingto.. (VWELX) shares owned by Westside Investment Management from 13F filings

Historical chart of Westside Investment Management investment in Vanguard/wellingto..

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All positions including Vanguard/wellingto.. held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard/wellingto.. by Westside Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $25k 529 47.76
2025-06-30 $24k 529 45.17
2025-03-31 $84k 2.0k 42.05
2024-12-31 $105k 2.5k 42.83