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 (VTI). 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 | 77,036 | -2,220 | -2.8% | 2.59% | $25.8M | $335.27 |
| 2025 Q3 | ADDED | 79,256 | +2,534 | +3.3% | 2.75% | $26.0M | $327.24 |
| 2025 Q2 | ADDED | 76,722 | +4,328 | +6.0% | 2.81% | $23.3M | $302.23 |
| 2025 Q1 | ADDED | 72,394 | +1,110 | +1.6% | 2.56% | $19.9M | $272.48 |
| 2024 Q4 | ADDED | 71,284 | +1,620 | +2.3% | 2.65% | $20.7M | $286.32 |
| 2024 Q3 | ADDED | 69,664 | +6,229 | +9.8% | 2.62% | $20.5M | $278.85 |
| 2024 Q2 | ADDED | 63,435 | +5,790 | +10.0% | 2.45% | $17.0M | $262.63 |
| 2024 Q1 | REDUCED | 57,645 | -14,898 | -20.5% | 2.22% | $14.9M | $254.25 |
| 2023 Q4 | ADDED | 72,543 | +18,107 | +33.3% | 2.45% | $17.2M | $231.25 |
| 2023 Q3 | REDUCED | 54,436 | -48 | -0.1% | 1.85% | $11.6M | $206.18 |
As of 2025 Q4 — sorted by position size