VEA VANGUARD TAX-MANAGED FDS

Ownership history in DMKC Advisory Services, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which DMKC Advisory Services, LLC 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.

Peak position
1.84% (2025 Q3)
Avg. % of fund
1.73%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 65,793 +5,187 +8.6% 1.80% $4.1M $62.36
2025 Q3 ADDED 60,606 +7,227 +13.5% 1.84% $3.6M $58.82
2025 Q2 ADDED 53,379 +15,993 +42.8% 1.59% $3.0M $55.70
2025 Q1 REDUCED 37,386 -1,804 -4.6% 1.71% $1.9M $49.27
2024 Q4 INITIATED 39,190 1.70% $1.9M $46.14
% of Fund (quarterly)    VEA price (monthly, adj. close)
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