VANGUARD WELLINGTON FD

Ticker: VFMO CUSIP: 921935508 Class: US MOMENTUM

CABOT WEALTH MANAGEMENT INC's Holding History (CIK: 0001016683)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 114,327 Value ($000) $21,865 Avg Close — Range —
Q3 2025
Shares 108,229 Value ($000) $20,736 Avg Close — Range —
Q2 2025
Shares 107,961 Value ($000) $18,626 Avg Close — Range —
Q1 2025
Shares 106,970 Value ($000) $16,228 Avg Close — Range —
Q4 2024
Shares 110,231 Value ($000) $18,119 Avg Close — Range —
Q3 2024
Shares 113,879 Value ($000) $18,329 Avg Close — Range —
Q2 2024
Shares 115,912 Value ($000) $17,410 Avg Close — Range —
Q1 2024
Shares 127,421 Value ($000) $19,276 Avg Close — Range —
Q4 2023
Shares 129,063 Value ($000) $16,945 Avg Close — Range —
Q3 2023
Shares 129,598 Value ($000) $15 Avg Close — Range —
Q2 2023
Shares 129,512 Value ($000) $16 Avg Close — Range —
Q1 2023
Shares 126,502 Value ($000) $14 Avg Close — Range —
Q4 2022
Shares 124,724 Value ($000) $14 Avg Close — Range —
Q3 2022
Shares 119,496 Value ($000) $12,638 Avg Close — Range —
Q2 2022
Shares 97,795 Value ($000) $10,423 Avg Close — Range —
Q1 2022
Shares 36,111 Value ($000) $4,565 Avg Close — Range —