Vanguard Wellington shares owned by Grassi Investment Management
Quarter-by-quarter ownership of Vanguard Wellington (VWENX) shares owned by Grassi Investment Management
from 13F filings
Historical chart of Grassi Investment Management investment in Vanguard Wellington
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Quarterly reported holdings in Vanguard Wellington by Grassi Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $241k | 3.0k | 79.96 |
| 2024-06-30 | $229k | 3.0k | 76.38 |
| 2024-03-31 | $223k | 3.0k | 74.83 |
| 2023-12-31 | $212k | 3.0k | 71.53 |
| 2022-03-31 | $202k | 2.6k | 78.11 |
| 2021-12-31 | $216k | 2.6k | 83.88 |
| 2021-09-30 | $201k | 2.4k | 83.78 |
More positions owned by Grassi Investment Management
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