Ownership history in Castleview Partners, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Castleview Partners, LLC 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 | 3,061 | -888 | -22.5% | 0.95% | $1.9M | $627.13 |
| 2025 Q3 | ADDED | 3,949 | +2,208 | +126.8% | 1.31% | $2.4M | $610.65 |
| 2025 Q2 | REDUCED | 1,741 | -822 | -32.1% | 0.64% | $989K | $564.81 |
| 2025 Q1 | ADDED | 2,563 | +1,277 | +99.3% | 0.89% | $1.3M | $509.43 |
| 2024 Q4 | ADDED | 1,286 | +20 | +1.6% | 0.39% | $678K | $532.26 |
| 2024 Q3 | UNCHANGED | 1,266 | — | 0% | 0.36% | $633K | $519.60 |
| 2024 Q2 | ADDED | 1,266 | +393 | +45.0% | 0.36% | $633K | $490.95 |
| 2024 Q1 | UNCHANGED | 873 | — | 0% | 0.23% | $420K | $470.20 |
| 2023 Q4 | REDUCED | 873 | -58 | -6.2% | 0.27% | $381K | $425.89 |
| 2023 Q3 | ADDED | 931 | +62 | +7.1% | 0.34% | $366K | $381.32 |
As of 2025 Q4 — sorted by position size