Ownership history in DEFINED WEALTH MANAGEMENT, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which DEFINED WEALTH MANAGEMENT, 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 | REDUCED | 15,223 | -172 | -1.1% | 5.50% | $9.5M | $627.13 |
| 2025 Q3 | REDUCED | 15,395 | -24 | -0.2% | 5.47% | $9.4M | $610.65 |
| 2025 Q2 | ADDED | 15,419 | +240 | +1.6% | 5.42% | $8.8M | $564.81 |
| 2025 Q1 | REDUCED | 15,179 | -2,492 | -14.1% | 5.24% | $7.8M | $509.43 |
| 2024 Q4 | REDUCED | 17,671 | -94 | -0.5% | 6.31% | $9.5M | $532.26 |
| 2024 Q3 | ADDED | 17,765 | +398 | +2.3% | 6.09% | $9.4M | $519.60 |
| 2024 Q2 | ADDED | 17,367 | +92 | +0.5% | 6.04% | $8.7M | $490.95 |
| 2024 Q1 | REDUCED | 17,275 | -78 | -0.4% | 5.97% | $8.3M | $470.20 |
| 2023 Q4 | ADDED | 17,353 | +1,761 | +11.3% | 5.80% | $7.6M | $425.89 |
| 2023 Q3 | ADDED | 15,592 | +586 | +3.9% | 5.22% | $6.1M | $381.32 |
As of 2025 Q4 — sorted by position size