Ownership history in ENZI WEALTH · 14 quarters on record
This page tracks every 13F SEC filing in which ENZI WEALTH 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 | REDUCED | 3,554 | -76 | -2.1% | 0.80% | $2.3M | $627.13 |
| 2025 Q3 | REDUCED | 3,630 | -108 | -2.9% | 0.78% | $2.2M | $610.65 |
| 2025 Q2 | REDUCED | 3,738 | -104 | -2.7% | 0.78% | $2.1M | $564.81 |
| 2025 Q1 | ADDED | 3,842 | +132 | +3.6% | 0.78% | $1.9M | $509.43 |
| 2024 Q4 | REDUCED | 3,710 | -128 | -3.3% | 0.79% | $2.1M | $532.26 |
| 2024 Q3 | ADDED | 3,838 | +454 | +13.4% | 0.81% | $2.1M | $519.60 |
| 2024 Q2 | ADDED | 3,384 | +220 | +7.0% | 0.76% | $1.7M | $490.95 |
| 2024 Q1 | REDUCED | 3,164 | -522 | -14.2% | 0.69% | $1.5M | $470.20 |
| 2023 Q4 | REDUCED | 3,686 | -357 | -8.8% | 0.80% | $1.7M | $425.89 |
| 2023 Q3 | REDUCED | 4,043 | -671 | -14.2% | 0.85% | $1.6M | $381.32 |
As of 2025 Q4 — sorted by position size