Ownership history in CATALYST PRIVATE WEALTH, LLC · 22 quarters on record
This page tracks every 13F SEC filing in which CATALYST PRIVATE WEALTH, LLC reported a position in VANGUARD INDEX FDS (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 | REDUCED | 10,854 | -233 | -2.1% | 2.31% | $5.3M | $487.86 |
| 2025 Q3 | REDUCED | 11,087 | -744 | -6.3% | 2.33% | $5.3M | $479.12 |
| 2025 Q2 | REDUCED | 11,831 | -1,054 | -8.2% | 2.31% | $5.2M | $437.49 |
| 2025 Q1 | REDUCED | 12,885 | -1,798 | -12.2% | 2.33% | $4.8M | $369.62 |
| 2024 Q4 | REDUCED | 14,683 | -153 | -1.0% | 2.68% | $6.0M | $408.58 |
| 2024 Q3 | ADDED | 14,836 | +1,076 | +7.8% | 2.79% | $5.7M | $381.70 |
| 2024 Q2 | ADDED | 13,760 | +428 | +3.2% | 2.72% | $5.1M | $371.40 |
| 2024 Q1 | REDUCED | 13,332 | -264 | -1.9% | 2.40% | $4.6M | $341.38 |
| 2023 Q4 | ADDED | 13,596 | +331 | +2.5% | 1.99% | $4.2M | $307.92 |
| 2023 Q3 | ADDED | 13,265 | +683 | +5.4% | 2.14% | $3.6M | $269.20 |
As of 2025 Q4 — sorted by position size