Fairfield Financial Advisors »

Vanguard Wellesley Incm Fd Inv shares owned by Fairfield Financial Advisors

Quarter-by-quarter ownership of Vanguard Wellesley Incm Fd Inv (VWINX) shares owned by Fairfield Financial Advisors from 13F filings

Historical chart of Fairfield Financial Advisors investment in Vanguard Wellesley Incm Fd Inv

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellesley Incm Fd Inv held by Fairfield Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellesley Incm Fd Inv by Fairfield Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 68k 26.40
2024-06-30 $1.7M 70k 24.97
2023-12-31 $2.2M 87k 24.95
2023-09-30 $2.4M 99k 23.66
2023-06-30 $2.8M 114k 24.56
2023-03-31 $2.9M 117k 24.39
2022-12-31 $2.9M 120k 24.46
2022-09-30 $2.8M 118k 24.16
2022-06-30 $3.0M 117k 25.69
2022-03-31 $3.5M 125k 27.74

More positions owned by Fairfield Financial Advisors

Invsc Qqq Trust Srs 1 Etf Uit Exchange Traded (QQQ)
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK)
Jensen Quality Growth I Equity Funds (JENIX)
Parnassus Core Equity Investor Ntf Equity Funds (PRBLX)
T. Rowe Price Capital Appreciation I Ntf Equity Funds (TRAIX)
Vanguard Dividend Growth Fund Inv Equity Funds (VDIGX)
Eli Lilly And Common Stock (LLY)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Alphabet Inc Class A Common Stock (GOOGL)
Berkshire Hathaway Class B Common Stock (BRK.B)
Microsoft Corp Common Stock (MSFT)
Automatic Data Processin Common Stock (ADP)
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NVO)
Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX)

View all positions for Fairfield Financial Advisors

Top funds holding Vanguard Wellesley Incm Fd Inv

Fairfield Financial Advisors
Fulton Bank, NA
Coston, McIsaac & Partners

View all funds holding Vanguard Wellesley Incm Fd Inv