Ownership history in Avior Wealth Management, LLC · 42 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in VANGUARD S&P 500 ETF (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 | 73,251 | -510 | -0.7% | 1.43% | $45.9M | $627.13 |
| 2025 Q3 | ADDED | 73,761 | +3,611 | +5.1% | 1.45% | $45.2M | $610.65 |
| 2025 Q2 | ADDED | 70,150 | +1,726 | +2.5% | 1.38% | $39.8M | $564.81 |
| 2025 Q1 | ADDED | 68,424 | +850 | +1.3% | 1.34% | $35.2M | $509.43 |
| 2024 Q4 | ADDED | 67,574 | +2,762 | +4.3% | 1.33% | $36.4M | $532.26 |
| 2024 Q3 | ADDED | 64,812 | +292 | +0.5% | 1.36% | $34.2M | $519.60 |
| 2024 Q2 | ADDED | 64,520 | +1,515 | +2.4% | 1.39% | $32.3M | $490.95 |
| 2024 Q1 | ADDED | 63,005 | +2,321 | +3.8% | 1.41% | $30.3M | $470.20 |
| 2023 Q4 | ADDED | 60,684 | +3,788 | +6.7% | 1.61% | $26.5M | $425.89 |
| 2023 Q3 | REDUCED | 56,896 | -92 | -0.2% | 1.51% | $22.3M | $381.32 |
As of 2025 Q4 — sorted by position size