Ownership history in DDFG, Inc · 13 quarters on record
This page tracks every 13F SEC filing in which DDFG, Inc reported a position in VANGUARD TAX-MANAGED FDS (VEA). 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 | 94,927 | -2,135 | -2.2% | 1.30% | $5.9M | $62.47 |
| 2025 Q3 | REDUCED | 97,062 | -2,057 | -2.1% | 1.34% | $5.8M | $58.92 |
| 2025 Q2 | ADDED | 99,119 | +3,499 | +3.7% | 1.42% | $5.7M | $55.79 |
| 2025 Q1 | REDUCED | 95,620 | -7,508 | -7.3% | 1.35% | $4.9M | $49.35 |
As of 2025 Q4 — sorted by position size