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Vanguard Wellesley Income-adm shares owned by Livelsberger Financial Advisory

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

Historical chart of Livelsberger Financial Advisory investment in Vanguard Wellesley Income-adm

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellesley Income-adm by Livelsberger Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $28k 454 60.49

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Oakmark Investor Mfa (OAKMX)
Franklin Income A1 MFF (FKINX)
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T. Rowe Price Capital Appreciation Mfa (PRWCX)
Rydex Biotechnology A MPL (RYBOX)
Cohen & Steers Realty Shares L Mfa (CSRSX)
Schwab Value Advantage Money Inv MMN (SWVXX)
Eaton Vance National Municipal Income A MFF (EANAX)
Selected American Shares S Mfa (SLASX)
Invesco Value Municipal Cem (IIM)
Rydex Basic Materials A MPL (RYBMX)
Blackrock Municipal Inco Cem (BFK)
Rydex Transportation A MPL (RYTSX)

View all positions for Livelsberger Financial Advisory

Top funds holding Vanguard Wellesley Income-adm

Richardson Financial Services
Livelsberger Financial Advisory
Westside Investment Management
Coston, McIsaac & Partners

View all funds holding Vanguard Wellesley Income-adm