Vanguard Wellington shares owned by Ferguson Wellman Capital Management
Quarter-by-quarter ownership of Vanguard Wellington (VWENX) shares owned by Ferguson Wellman Capital Management
from 13F filings
Historical chart of Ferguson Wellman Capital Management investment in Vanguard Wellington
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Wellington held by Ferguson Wellman Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Wellington by Ferguson Wellman Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $263k | 3.6k | 73.95 |
| 2024-09-30 | $262k | 3.3k | 79.98 |
| 2024-06-30 | $250k | 3.3k | 76.44 |
| 2024-03-31 | $563k | 7.5k | 74.95 |
| 2023-12-31 | $518k | 7.3k | 71.40 |
| 2023-09-30 | $682k | 10k | 68.05 |
| 2023-06-30 | $1.1M | 15k | 70.61 |
| 2023-03-31 | $1.1M | 16k | 68.18 |
More positions owned by Ferguson Wellman Capital Management
Home Depot (HD)
View all positions for Ferguson Wellman Capital Management