Ownership history in Capital Advantage, Inc. · 7 quarters on record
This page tracks every 13F SEC filing in which Capital Advantage, Inc. reported a position in Vanguard Industrials ETF (VIS). 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 | 51,555 | +334 | +0.7% | 2.08% | $15.4M | $298.38 |
| 2025 Q3 | REDUCED | 51,221 | -609 | -1.2% | 2.28% | $15.2M | $295.49 |
| 2025 Q2 | REDUCED | 51,830 | -410 | -0.8% | 2.30% | $14.5M | $278.62 |
| 2025 Q1 | UNCHANGED | 52,240 | — | 0% | 2.42% | $13.3M | $245.63 |
| 2024 Q4 | REDUCED | 52,240 | -1,110 | -2.1% | 2.42% | $13.3M | $251.66 |
| 2024 Q3 | REDUCED | 53,350 | -632 | -1.2% | 2.66% | $13.9M | $256.34 |
| 2024 Q2 | INITIATED | 53,982 | — | — | 2.59% | $12.6M | — |
As of 2025 Q4 — sorted by position size