Ownership history in CWC Advisors, LLC. · 6 quarters on record
This page tracks every 13F SEC filing in which CWC Advisors, LLC. reported a position in VANGUARD SCOTTSDALE FDS (VGSH). 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 | 80,802 | -1,368 | -1.7% | 2.29% | $4.7M | $58.38 |
| 2025 Q3 | ADDED | 82,170 | +301 | +0.4% | 2.37% | $4.8M | $57.75 |
| 2025 Q2 | ADDED | 81,869 | +2,328 | +2.9% | 2.49% | $4.8M | $57.10 |
| 2025 Q1 | ADDED | 79,541 | +8,656 | +12.2% | 2.66% | $4.7M | $56.42 |
| 2024 Q4 | ADDED | 70,885 | +1,362 | +2.0% | 4.11% | $4.1M | $55.56 |
| 2024 Q3 | INITIATED | 69,523 | — | — | 4.05% | $4.1M | $55.58 |
As of 2025 Q4 — sorted by position size