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 SMALL CAP ETF (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 153,865 | +6,019 | +4.1% | 1.24% | $39.7M | $257.95 |
| 2025 Q3 | ADDED | 147,846 | +10,628 | +7.7% | 1.21% | $37.6M | $253.38 |
| 2025 Q2 | ADDED | 137,218 | +16,652 | +13.8% | 1.12% | $32.5M | $235.40 |
| 2025 Q1 | REDUCED | 120,566 | -3,715 | -3.0% | 1.01% | $26.7M | $219.54 |
| 2024 Q4 | ADDED | 124,281 | +1,907 | +1.6% | 1.09% | $29.8M | $236.92 |
| 2024 Q3 | ADDED | 122,374 | +21,832 | +21.7% | 1.16% | $29.0M | $233.03 |
| 2024 Q2 | ADDED | 100,542 | +84,540 | +528.3% | 0.94% | $21.9M | $213.56 |
| 2024 Q1 | ADDED | 16,002 | +5,907 | +58.5% | 0.17% | $3.6M | $223.02 |
| 2023 Q4 | ADDED | 10,095 | +1,364 | +15.6% | 0.13% | $2.1M | $207.51 |
| 2023 Q3 | REDUCED | 8,731 | -501 | -5.4% | 0.11% | $1.6M | $182.97 |
As of 2025 Q4 — sorted by position size