Ownership history in Avior Wealth Management, LLC · 49 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in VANGUARD GROWTH ETF (VUG). 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 | ADDED | 447,284 | +6,620 | +1.5% | 6.80% | $218.2M | $487.86 |
| 2025 Q3 | REDUCED | 440,664 | -6,430 | -1.4% | 6.81% | $211.3M | $479.12 |
| 2025 Q2 | ADDED | 447,094 | +1,790 | +0.4% | 6.77% | $195.9M | $437.49 |
| 2025 Q1 | ADDED | 445,304 | +4,251 | +1.0% | 6.27% | $165.1M | $369.62 |
| 2024 Q4 | ADDED | 441,053 | +117,656 | +36.4% | 6.62% | $181.0M | $408.58 |
| 2024 Q3 | ADDED | 323,397 | +7,386 | +2.3% | 4.94% | $124.1M | $381.70 |
| 2024 Q2 | ADDED | 316,011 | +51,648 | +19.5% | 5.08% | $118.2M | $371.40 |
| 2024 Q1 | ADDED | 264,363 | +27,034 | +11.4% | 4.23% | $91.0M | $341.38 |
| 2023 Q4 | ADDED | 237,329 | +1,988 | +0.8% | 4.47% | $73.8M | $307.92 |
| 2023 Q3 | REDUCED | 235,341 | -1,690 | -0.7% | 4.33% | $64.1M | $269.20 |
As of 2025 Q4 — sorted by position size