VANGUARD WELLINGTON FD

Ticker: VFMF CUSIP: 921935607 Class: Exchange Traded Fund

Physician Wealth Advisors, Inc.'s Holding History (CIK: 0001795173)

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

Q4 2025
Shares 3,808 Value ($000) $574 Avg Close Range
Q3 2025
Shares 3,877 Value ($000) $559 Avg Close Range
Q2 2025
Shares 4,033 Value ($000) $542 Avg Close Range
Q1 2025
Shares 4,104 Value ($000) $518 Avg Close Range
Q4 2024
Shares 4,098 Value ($000) $535 Avg Close Range
Q3 2024
Shares 4,261 Value ($000) $567 Avg Close Range
Q2 2024
Shares 4,361 Value ($000) $568 Avg Close Range
Q1 2024
Shares 4,373 Value ($000) $524 Avg Close Range
Q4 2023
Shares 4,383 Value ($000) $509 Avg Close Range
Q3 2023
Shares 5,284 Value ($000) $544 Avg Close Range
Q2 2023
Shares 5,961 Value ($000) $622 Avg Close Range
Q1 2023
Shares 6,295 Value ($000) $626 Avg Close Range
Q4 2022
Shares 8,510 Value ($000) $875 Avg Close Range
Q3 2022
Shares 8,523 Value ($000) $798 Avg Close Range
Q2 2022
Shares 8,021 Value ($000) $782 Avg Close Range
Q1 2022
Shares 9,092 Value ($000) $932 Avg Close Range
Q4 2021
Shares 8,237 Value ($000) $884 Avg Close Range
Q3 2021
Shares 7,958 Value ($000) $822 Avg Close Range
Q2 2021
Shares 7,869 Value ($000) $774 Avg Close Range
Q1 2021
Shares 7,694 Value ($000) $762 Avg Close Range
Q4 2020
Shares 8,094 Value ($000) $742 Avg Close Range
Q3 2020
Shares 8,017 Value ($000) $582 Avg Close Range
Q2 2020
Shares 7,930 Value ($000) $584 Avg Close Range
Q1 2020
Shares 7,930 Value ($000) $467 Avg Close Range
Q4 2019
Shares 7,755 Value ($000) $633 Avg Close Range
Q3 2019
Shares 7,755 Value ($000) $617 Avg Close Range