VOO VANGUARD INDEX FDS

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.

Peak position
5.3% (2024 Q4)
Avg. % of fund
4.88%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
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
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOO price (monthly, adj. close)
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