Ownership history in Dodds Wealth, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Dodds Wealth, LLC reported a position in VANGUARD INDEX FDS (VUG). 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 | REDUCED | 102,781 | -2,191 | -2.1% | 12.30% | $50.1M | $487.86 |
| 2025 Q3 | REDUCED | 104,972 | -347 | -0.3% | 12.47% | $50.3M | $479.12 |
| 2025 Q2 | ADDED | 105,319 | +76,525 | +265.8% | 12.38% | $46.2M | $437.49 |
| 2025 Q1 | REDUCED | 28,794 | -12 | -0.0% | 3.48% | $10.7M | $369.62 |
| 2024 Q4 | REDUCED | 28,806 | -246 | -0.8% | 3.93% | $12.2M | $408.58 |
| 2024 Q3 | INITIATED | 29,052 | — | — | 3.75% | $11.3M | $381.70 |
As of 2025 Q4 — sorted by position size