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Vanguard Wellesley Income-adm shares owned by Richardson Financial Services

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

Historical chart of Richardson Financial Services investment in Vanguard Wellesley Income-adm

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

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Quarterly reported holdings in Vanguard Wellesley Income-adm by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $376k 6.3k 59.99
2024-09-30 $738k 12k 60.49
2024-06-30 $369k 6.1k 60.49
2024-03-31 $372k 6.1k 61.06

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Top funds holding Vanguard Wellesley Income-adm

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

View all funds holding Vanguard Wellesley Income-adm