59. Vanguard Wellesley Income Fund
Account$99,590
Return−0.41%
vs S&P 500+3.68%
Worst drop−1.36%
What it does
Run by Wellington Management: about 37% dividend-paying stocks and 63% bonds, mostly corporate. Stocks are split between large and large value, other bonds are treated as the US aggregate. The real fund's history from 1970 cannot be reproduced.
Account value
Vanguard Wellesley Income FundS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 198 | $96.55 | $19,117 | 19.20% |
| LQD | 423 | $104.53 | $44,216 | 44.40% |
| SPY | 26 | $735.29 | $19,118 | 19.20% |
| VTV | 75 | $223.01 | $16,726 | 16.79% |
| Cash | $414 | 0.42% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | LQD | 423 | $103.62 | $43,831 | $21.92 |
| 2026-10-22 | Buy | AGG | 198 | $95.69 | $18,947 | $9.47 |
| 2026-10-22 | Buy | VTV | 75 | $224.44 | $16,833 | $8.42 |
| 2026-10-22 | Buy | SPY | 26 | $766.37 | $19,926 | $9.96 |