Ownership history in DEFINED WEALTH MANAGEMENT, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which DEFINED WEALTH MANAGEMENT, LLC reported a position in VANGUARD INDEX FDS (VO). 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 | 8,216 | -127 | -1.5% | 1.37% | $2.4M | $290.22 |
| 2025 Q3 | REDUCED | 8,343 | -59 | -0.7% | 1.42% | $2.5M | $292.59 |
| 2025 Q2 | REDUCED | 8,402 | -17 | -0.2% | 1.45% | $2.4M | $277.75 |
| 2025 Q1 | REDUCED | 8,419 | -193 | -2.2% | 1.46% | $2.2M | $255.71 |
| 2024 Q4 | REDUCED | 8,612 | -41 | -0.5% | 1.51% | $2.3M | $260.00 |
| 2024 Q3 | ADDED | 8,653 | +37 | +0.4% | 1.48% | $2.3M | $258.65 |
| 2024 Q2 | REDUCED | 8,616 | -34 | -0.4% | 1.45% | $2.1M | $236.49 |
| 2024 Q1 | REDUCED | 8,650 | -12 | -0.1% | 1.55% | $2.2M | $243.13 |
| 2023 Q4 | REDUCED | 8,662 | -20 | -0.2% | 1.54% | $2.0M | $225.48 |
| 2023 Q3 | ADDED | 8,682 | +180 | +2.1% | 1.54% | $1.8M | $200.79 |
As of 2025 Q4 — sorted by position size