VGLT VANGUARD SCOTTSDALE FDS

Ownership history in CATALYST PRIVATE WEALTH, LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which CATALYST PRIVATE WEALTH, LLC reported a position in VANGUARD SCOTTSDALE FDS (VGLT). 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.

Peak position
1.84% (2022 Q4)
Avg. % of fund
1.25%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 31,893 +3,446 +12.1% 0.78% $1.8M $55.41
2025 Q3 REDUCED 28,447 -30,859 -52.0% 0.71% $1.6M $55.63
2025 Q2 REDUCED 59,306 -28 -0.0% 1.48% $3.3M $54.29
2025 Q1 ADDED 59,334 +5,235 +9.7% 1.66% $3.4M $55.12
2024 Q4 REDUCED 54,099 -6,632 -10.9% 1.33% $3.0M $52.59
2024 Q3 ADDED 60,731 +8,491 +16.3% 1.83% $3.7M $57.64
2024 Q2 REDUCED 52,240 -3,981 -7.1% 1.59% $3.0M $53.48
2024 Q1 REDUCED 56,221 -1,607 -2.8% 1.74% $3.3M $54.36
2023 Q4 ADDED 57,828 +30,422 +111.0% 1.67% $3.6M $56.11
2023 Q3 REDUCED 27,406 -12,134 -30.7% 0.90% $1.5M $49.98
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGLT price (monthly, adj. close)
← Back to CATALYST PRIVATE WEALTH, LLC Holdings