VANGUARD WELLESLEY INCOME INV - EQUITY FUNDS

Historical Portfolio Holders from Q1 2014 to Q3 2024

All holders as of September 30, 2024
Q3 2024
Type / Class
Equity / EQUITY FUNDS
Shares, excl. options Q3 2024
79.4K
Holdings value Q3 2024
$2.1M
Value change Q3 2024
-$92.5K
Grand Portfolio weight change Q3 2024
0%
Number of holders
3
Number of buys Q3 2024
1
Number of sells Q3 2024
-2
Average buys Q3 2024 %
+0%
Average sells Q3 2024 %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 79.4K $2.1M -$92.5K $26.40 3
2024 Q2 83K $2.07M -$511K $24.97 4
2024 Q1 11.9K $301K -$57K $25.19 2
2023 Q4 19.2K $479K -$8.1M $24.95 4
2023 Q3 341K $8.34M +$7.63M $23.67 4
2023 Q2 29.4K $721K +$218K $24.56 6
2023 Q1 20.5K $503K +$128K $24.58 5
2022 Q4 30.3K $742K +$22.3K $24.47 5
2022 Q3 29.4K $709K +$74K $24.02 4
2022 Q2 26.3K $675K -$19.1K $25.67 3
2022 Q1 27K $749K -$223K $27.73 3
2021 Q4 35.1K $1.02M +$183K $28.91 3
2021 Q3 28.8K $843K +$21.4K $29.30 3
2021 Q2 28.1K $825K $0 $29.40 3
2021 Q1 28.1K $798K -$873K $28.45 3
2020 Q4 58.9K $1.67M +$637K $28.33 4
2020 Q3 36.6K $1.01M $0 $27.44 4
2020 Q2 36.6K $989K -$185K $27.01 4
2020 Q1 53.4K $1.34M +$140K $25.09 5
2019 Q4 46.8K $1.28M -$265K $27.30 4
2019 Q3 56.5K $1.54M +$135K $27.18 4
2019 Q2 51.5K $1.37M -$7.94M $26.62 4
2019 Q1 352K $9.3M -$161K $26.18 3
2018 Q4 16.2K $396K +$150K $24.40 4
2018 Q3 9.61K $255K +$205K $26.70 2
2018 Q2 1.89K $49K +$13.1K $25.88 2
2018 Q1 1.39K $36K $0 $25.92 1
2017 Q4 1.39K $37K +$213 $26.64 1
2017 Q3 1.38K $37K $0 $26.79 1
2017 Q2 1.38K $36K $0 $26.07 1
2017 Q1 1.38K $36K $0 $26.07 1
2016 Q4 1.38K $35K +$177 $25.34 1
2016 Q3 1.37K $36K -$31.4M $26.20 1
2016 Q2 2.85K $31.5M +$9.94M $26.22 3
2016 Q1 1.69K $43K -$338K $25.47 3
2015 Q4 17.7K $435K +$281K $24.57 5
2015 Q3 5.17K $128K -$653K $24.85 2
2015 Q2 31K $782K -$1.31M $25.13 3
2015 Q1 81.7K $2.1M +$1.73M $25.74 3
2014 Q4 14.3K $365K +$9.97K $25.63 2
2014 Q3 13.9K $356K -$8.49K $25.65 1
2014 Q2 14.2K $368K -$1.69M $25.91 1
2014 Q1 80.9K $2.05M +$1.42M $25.28 3