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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
2024-03-31 $372k 6.1k 61.06

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SPDR S&P 500 Etf - Equity (SPLG)
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Vanguard Growth ETF Exchange Traded Fund (VUG)
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Amazon.com Common Stock (AMZN)
Spdr S&p Developed World Ex-us Etf - Equity (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
Ishares High Yield Corp Etf - Fixed Income (HYG)
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Microsoft Corp Common Stock (MSFT)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
NVIDIA Corp Common Stock (NVDA)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)
iShares Core MSCI Europe ETF Exchange Traded Fund (IEUR)

View all positions for Richardson Financial Services

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