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  1. www.bogleheads.org › forum › viewtopicRequire portfolio review & recommendations - Bogleheads.org

    Há 5 dias · I was thinking maybe move to the Wellesley fund? I added all the numbers and percentages below to include ALL of my retirement funds so you and others can have a clear picture. I'm not good wit the percentages, but it appears I'm at 35% stocks, but of course I didn't include the Roth which contains stocks, so not quite sure how to incorporate that fund into the calcs

  2. markets.ft.com › data › fundsVanguard Wellington™ Fund Investor Shares - Financial Times

    Há 5 dias · 1.96%. 45.66%. As of Mar 31 2024. Sectors weighting is calculated using only long position holdings of the portfolio. Equity. Fixed income. Tax-free bonds. Sector. % Net assets.

  3. seekingalpha.com › symbol › VFQYVFQY Vanguard U.S. Quality Factor ETF ETF Shares - Seeking Alpha

    Há 6 dias · A high-level overview of Vanguard U.S. Quality Factor ETF ETF Shares (VFQY) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.

  4. markets.ft.com › data › fundsWellington Global Innovation Fund USD Class S Ac

    Há 4 dias · The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.

  5. markets.businessinsider.com › funds › vanguardVanguard Wellesley® Income Fund Investor Shares

    Há 6 dias · Vanguard Wellesley® Income Fund Investor Shares Fund , VWINX. Vanguard Wellesley® Income Fund Investor Shares. Fund. , VWINX. 25.05 0.02 0.08%. 05/08/2024 12:00 AM NAV. Add to watchlist.

  6. www.digrin.com › stocks › detailVanguard Wellington Income Fund dividends | Digrin

    Há 5 dias · See what a Digrin managed dividend portfolio looks like. Last dividend for Vanguard Wellington Income Fund (VWELX) as of May 9, 2024 is 0.22 USD . The forward dividend yield for VWELX as of May 9, 2024 is 2.02% . Average dividend growth rate for stock Vanguard Wellington Income Fund (VWELX) for past three years is 21.83% . Dividends.

  7. markets.ft.com › data › fundsWellington Opportunistic Fixed Income Fund USD S Ac

    Há 6 dias · The investment objective of the Fund is to seek long-term total returns. The Investment Manager will actively manage the Fund, seeking to achieve the objective primarily via long and short (synthetic) exposure in an unconstra ined manner to a broad range of fixed income debt securities across multiple geographies, including securities with both investment grade and noninvestment grade credit ...