Ownership history in Dodds Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Dodds Wealth, 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 | 33,572 | +414 | +1.2% | 5.16% | $21.1M | $627.13 |
| 2025 Q3 | ADDED | 33,158 | +1,673 | +5.3% | 5.03% | $20.3M | $610.65 |
| 2025 Q2 | ADDED | 31,485 | +128 | +0.4% | 4.80% | $17.9M | $564.81 |
| 2025 Q1 | ADDED | 31,357 | +1,820 | +6.2% | 5.25% | $16.1M | $509.43 |
As of 2025 Q4 — sorted by position size