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
Download as csvQuarterly 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 |
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