Position Size ($1000s)
$5,048
| $4,734
| $5,270
| 09/30/2023 | 12/31/2023 | 03/31/2024 | Share Count
50,442
| 42,020
| 44,157
| 09/30/2023 | 12/31/2023 | 03/31/2024 |
|
Entity | 03/31/2024 Amount |
03/31/2024 Position Size ($ in 1000's) |
VANGUARD WELLINGTON FD (VFVA) |
44,157 |
$5,270 | VFVA | 44,157 | $5,270 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
VANGUARD WELLINGTON FD (VFVA) |
42,020 |
$4,734 | VFVA | 42,020 | $4,734 |
|
Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
VANGUARD WELLINGTON FD (VFVA) |
50,442 |
$5,048 | VFVA | 50,442 | $5,048 |
Top Stocks Held at 03/31/2024: MSFT, AAPL, VOO, IVV, SPY, More »
Size ($ in 1000's)
At 03/31/2024: $67,349,153 At 12/31/2023: $61,546,613 At 09/30/2023: $55,599,845
Raymond James Financial Services Advisors Inc. Top Holdings
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