Ownership history in Echo Wealth Management, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Echo Wealth Management, LLC reported a position in VANGUARD WORLD FD (MGK). 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 | 3,554 | -20 | -0.6% | 0.86% | $1.5M | $412.77 |
| 2025 Q3 | UNCHANGED | 3,574 | — | 0% | 0.84% | $1.4M | $402.04 |
| 2025 Q2 | UNCHANGED | 3,574 | — | 0% | 0.80% | $1.3M | $365.51 |
| 2025 Q1 | REDUCED | 3,574 | -331 | -8.5% | 0.75% | $1.1M | $308.00 |
| 2024 Q4 | UNCHANGED | 3,905 | — | 0% | 0.93% | $1.3M | $342.07 |
| 2024 Q3 | REDUCED | 3,905 | -1,791 | -31.4% | 0.89% | $1.3M | $320.24 |
| 2024 Q2 | UNCHANGED | 5,696 | — | 0% | 1.35% | $1.8M | $312.18 |
| 2024 Q1 | REDUCED | 5,696 | -705 | -11.0% | 1.35% | $1.6M | $284.48 |
| 2023 Q4 | REDUCED | 6,401 | -241 | -3.6% | 1.53% | $1.6M | $257.31 |
| 2023 Q3 | UNCHANGED | 6,642 | — | 0% | 1.62% | $1.5M | $224.60 |
As of 2025 Q4 — sorted by position size