Ownership history in CIC Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which CIC Wealth, LLC reported a position in VANGUARD INDEX FDS (VB). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 61,155 | +1,579 | +2.7% | 3.75% | $14.5M | $233.03 |
| 2024 Q2 | ADDED | 59,576 | +728 | +1.2% | 3.58% | $13.0M | $213.56 |
| 2024 Q1 | REDUCED | 58,848 | -8,129 | -12.1% | 3.91% | $13.5M | $223.02 |
| 2023 Q4 | ADDED | 66,977 | +8,422 | +14.4% | 4.53% | $14.3M | $207.51 |
| 2023 Q3 | ADDED | 58,555 | +5,458 | +10.3% | 3.97% | $11.1M | $182.97 |
| 2023 Q2 | ADDED | 53,097 | +3,441 | +6.9% | 3.65% | $10.6M | $191.74 |
| 2023 Q1 | ADDED | 49,656 | +12,090 | +32.2% | 3.55% | $9.4M | $182.03 |
| 2022 Q4 | INITIATED | 37,566 | — | — | 2.85% | $6.9M | — |
As of 2025 Q4 — sorted by position size