VB VANGUARD INDEX FDS

Ownership history in Asset Management Resources, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Asset Management Resources, LLC reported a position in VANGUARD INDEX FDS (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.98% (2023 Q3)
Avg. % of fund
1.36%
First filed
2022 Q1
Last filed
2024 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 UNCHANGED 21,665 0% 2.63% $4.6M $233.03
2023 Q4 REDUCED 21,665 -3,686 -14.5% 2.63% $4.6M $207.51
2023 Q3 ADDED 25,351 +20,456 +417.9% 2.98% $4.8M $182.97
2023 Q2 ADDED 4,895 +411 +9.2% 0.59% $974K $191.74
2023 Q1 REDUCED 4,484 -432 -8.8% 0.54% $850K $182.03
2022 Q4 ADDED 4,916 +599 +13.9% 0.61% $902K $175.52
2022 Q3 REDUCED 4,317 -176 -3.9% 0.72% $738K $162.48
2022 Q2 REDUCED 4,493 -435 -8.8% 0.67% $791K $166.80
2022 Q1 INITIATED 4,928 0.85% $1.0M $200.61
% of Fund (quarterly)    VB price (monthly, adj. close)
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