VGT VANGUARD WORLD FDS

Ownership history in Diversified, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Diversified, LLC reported a position in VANGUARD WORLD FDS (VGT). 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.

Peak position
7.54% (2021 Q1)
Avg. % of fund
2.6%
First filed
2020 Q4
Last filed
2024 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 8,862 -395 -4.3% 0.57% $5.2M $583.17
2024 Q2 ADDED 9,257 +229 +2.5% 0.63% $5.3M $572.41
2024 Q1 REDUCED 9,028 -1 -0.0% 0.65% $4.7M $519.85
2023 Q4 ADDED 9,029 +18 +0.2% 0.95% $4.4M $478.71
2023 Q3 REDUCED 9,011 -375 -4.0% 0.97% $3.7M $409.69
2023 Q2 REDUCED 9,386 -402 -4.1% 1.06% $4.1M $435.68
2023 Q1 REDUCED 9,788 -1,172 -10.7% 1.35% $3.8M $379.23
2022 Q4 REDUCED 10,960 -463 -4.1% 1.38% $3.5M $313.58
2022 Q3 REDUCED 11,423 -3,209 -21.9% 1.77% $3.5M $301.00
2022 Q2 REDUCED 14,632 -1,622 -10.0% 1.98% $4.8M $319.01
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGT price (monthly, adj. close)
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