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Vanguard Wellesley Income-adm shares owned by Financial Gravity Companies

Quarter-by-quarter ownership of Vanguard Wellesley Income-adm (VWIAX) shares owned by Financial Gravity Companies from 13F filings

Historical chart of Financial Gravity Companies investment in Vanguard Wellesley Income-adm

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellesley Income-adm held by Financial Gravity Companies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellesley Income-adm by Financial Gravity Companies

Quarter filed Position value Share count Share price at filing
2025-06-30 $207k 3.3k 62.22
2024-12-31 $212k 3.5k 59.98
2024-09-30 $144k 2.2k 63.94

More positions owned by Financial Gravity Companies

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Ishares Tr Uit Exchange Traded (STIP)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Series Trust Uit Exchange Traded (SPIB)
Spdr Series Trust Uit Exchange Traded (SPSM)
Spdr Series Trust Uit Exchange Traded (SPMD)
Spdr Series Trust Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Series Trust Uit Exchange Traded (SPYD)
Spdr Series Trust Uit Exchange Traded (SPBO)
Spdr Series Trust Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Companies

Top funds holding Vanguard Wellesley Income-adm

Financial Gravity Wealth
Richardson Financial Services
Arvest Trust
Financial Gravity Companies
Westside Investment Management
Coston, McIsaac & Partners

View all funds holding Vanguard Wellesley Income-adm