Ownership history in Avion Wealth · 26 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth reported a position in VANGUARD INDEX FDS (VOO). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 69,877 | -136 | -0.2% | 9.19% | $43.8M | $627.13 |
| 2025 Q3 | ADDED | 70,013 | +5,758 | +9.0% | 9.20% | $42.9M | $610.65 |
| 2025 Q2 | ADDED | 64,255 | +2,555 | +4.1% | 8.47% | $33.0M | $564.81 |
| 2025 Q1 | UNCHANGED | 61,700 | — | 0% | 8.53% | $33.2M | $509.43 |
| 2024 Q4 | REDUCED | 61,700 | -1,137 | -1.8% | 8.54% | $33.2M | $532.26 |
| 2024 Q3 | REDUCED | 62,837 | -2,373 | -3.6% | 8.68% | $33.2M | $519.60 |
| 2024 Q2 | REDUCED | 65,210 | -1,924 | -2.9% | 9.00% | $32.6M | $490.95 |
| 2024 Q1 | REDUCED | 67,134 | -2,177 | -3.1% | 8.66% | $32.3M | $470.20 |
| 2023 Q4 | REDUCED | 69,311 | -1,433 | -2.0% | 8.49% | $30.3M | $425.89 |
| 2023 Q3 | ADDED | 70,744 | +2,231 | +3.3% | 7.93% | $27.8M | $381.32 |
As of 2025 Q4 — sorted by position size