Vanguard Wellesley Income-adm shares owned by Westside Investment Management
Quarter-by-quarter ownership of Vanguard Wellesley Income-adm (VWIAX) shares owned by Westside Investment Management
from 13F filings
Historical chart of Westside Investment Management investment in Vanguard Wellesley Income-adm
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Wellesley Income-adm held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Wellesley Income-adm by Westside Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4k | 37 | 63.59 |
| 2024-06-30 | $2.3k | 37 | 61.86 |
| 2024-03-31 | $2.3k | 37 | 62.08 |
| 2023-12-31 | $2.3k | 37 | 61.78 |
| 2023-09-30 | $2.2k | 37 | 58.59 |
| 2023-06-30 | $2.3k | 37 | 60.84 |
| 2023-03-31 | $2.3k | 37 | 60.86 |
| 2022-12-31 | $2.2M | 37 | 60729.73 |
| 2022-09-30 | $2.2M | 37 | 59837.84 |
| 2022-06-30 | $2.5M | 37 | 68810.81 |
| 2022-03-31 | $2.5M | 37 | 68810.81 |
| 2021-12-31 | $2.7M | 37 | 73054.05 |
| 2021-09-30 | $2.7M | 37 | 73054.05 |
| 2021-06-30 | $2.7M | 37 | 72864.86 |
| 2021-03-31 | $2.6M | 37 | 70432.43 |
More positions owned by Westside Investment Management
View all positions for Westside Investment Management
Top funds holding Vanguard Wellesley Income-adm
View all funds holding Vanguard Wellesley Income-adm