VANGUARD WELLINGTON FD

Ticker: VFMO CUSIP: 921935508 Class: US MOMENTUM

Arkadios Wealth Advisors's Holding History (CIK: 0001800798)

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

Q4 2025
Shares 2,249 Value ($000) $430 Avg Close Range
Q3 2025
Shares 2,142 Value ($000) $410 Avg Close Range
Q2 2025
Shares 2,142 Value ($000) $370 Avg Close Range
Q1 2025
Shares 2,142 Value ($000) $325 Avg Close Range
Q4 2024
Shares 1,938 Value ($000) $319 Avg Close Range
Q3 2024
Shares 1,754 Value ($000) $282 Avg Close Range
Q2 2024
Shares 1,727 Value ($000) $259 Avg Close Range