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Vanguard Wellington shares owned by Avaii Wealth Management

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Avaii Wealth Management from 13F filings

Historical chart of Avaii Wealth Management investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Avaii Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $370k 3.7k 100.69
2023-12-31 $306k 3.0k 101.41

More positions owned by Avaii Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Msci Equal Weite (EUSA)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Amazon (AMZN)
Meta Platforms Cl A (META)
Ishares Tr Blackrock Ultra (ICSH)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advanced Micro Devices (AMD)
Ishares Tr Latn Amer 40 Etf (ILF)

View all positions for Avaii Wealth Management

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
Capital Investment Services of America
Bank of America Corporation
Wealth Enhancement Advisory Services
Raymond James & Associates
Diversified Portfolios
Kades & Cheifetz
Taylor, Cottrill, Erickson & Associates
Evanson Asset Management
Sterling Financial Planning
Firestone Capital Management
Silver Oak Advisory Group
Mayport
JNB Advisors

View all funds holding Vanguard Wellington