Ownership history in Continuum Advisory, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Continuum Advisory, 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 | ADDED | 21,387 | +256 | +1.2% | 1.34% | $13.4M | $627.13 |
| 2025 Q3 | ADDED | 21,131 | +3,211 | +17.9% | 1.37% | $12.9M | $610.65 |
| 2025 Q2 | ADDED | 17,920 | +4,668 | +35.2% | 1.23% | $10.2M | $564.81 |
| 2025 Q1 | ADDED | 13,252 | +2,455 | +22.7% | 0.88% | $6.8M | $509.43 |
| 2024 Q4 | ADDED | 10,797 | +778 | +7.8% | 0.75% | $5.8M | $532.26 |
| 2024 Q3 | ADDED | 10,019 | +1,625 | +19.4% | 0.70% | $5.5M | $519.60 |
| 2024 Q2 | ADDED | 8,394 | +542 | +6.9% | 0.61% | $4.2M | $490.95 |
| 2024 Q1 | REDUCED | 7,852 | -3,221 | -29.1% | 0.56% | $3.8M | $470.20 |
| 2023 Q4 | ADDED | 11,073 | +1,596 | +16.8% | 0.69% | $4.8M | $425.89 |
| 2023 Q3 | ADDED | 9,477 | +1,385 | +17.1% | 0.60% | $3.7M | $381.32 |
As of 2025 Q4 — sorted by position size