Ownership history in Centric Wealth Management · 3 quarters on record
This page tracks every 13F SEC filing in which Centric Wealth Management reported a position in VANGUARD SCOTTSDALE FDS (VONV). 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 | 117,560 | +37,447 | +46.7% | 2.42% | $11.4M | $92.30 |
| 2025 Q3 | ADDED | 80,113 | +2,930 | +3.8% | 1.60% | $7.2M | $88.90 |
| 2025 Q2 | INITIATED | 77,183 | — | — | 1.58% | $6.6M | $84.37 |
As of 2025 Q4 — sorted by position size