Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which DIVERSIFY 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 | ADDED | 41,859 | +4,600 | +12.3% | 1.25% | $26.7M | $627.13 |
| 2025 Q3 | ADDED | 37,259 | +2,382 | +6.8% | 1.35% | $23.4M | $610.65 |
| 2025 Q2 | ADDED | 34,877 | +1,186 | +3.5% | 1.27% | $20.6M | $564.81 |
| 2025 Q1 | ADDED | 33,691 | +28 | +0.1% | 1.27% | $17.2M | $509.43 |
| 2024 Q4 | ADDED | 33,663 | +22,583 | +203.8% | 1.40% | $18.0M | $532.26 |
| 2024 Q3 | ADDED | 11,080 | +5,343 | +93.1% | 0.57% | $5.9M | $519.60 |
| 2024 Q2 | INITIATED | 5,737 | — | — | 0.34% | $2.7M | — |
As of 2025 Q4 — sorted by position size