Ownership history in Etesian Wealth Advisors, Inc. · 10 quarters on record
This page tracks every 13F SEC filing in which Etesian Wealth Advisors, Inc. reported a position in VANGUARD TAX-MANAGED FDS (VEA). 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 | 230,112 | +7,551 | +3.4% | 4.51% | $14.4M | $62.36 |
| 2025 Q3 | ADDED | 222,561 | +13,158 | +6.3% | 4.40% | $13.3M | $58.82 |
| 2025 Q2 | ADDED | 209,403 | +11,156 | +5.6% | 4.45% | $11.9M | $55.70 |
| 2025 Q1 | ADDED | 198,247 | +19,155 | +10.7% | 4.34% | $10.1M | $49.27 |
| 2024 Q4 | ADDED | 179,092 | +3,092 | +1.8% | 3.79% | $8.6M | $46.14 |
| 2024 Q3 | ADDED | 176,000 | +16,327 | +10.2% | 4.21% | $9.3M | $50.20 |
| 2024 Q2 | REDUCED | 159,673 | -5,810 | -3.5% | 4.43% | $7.9M | $46.85 |
| 2024 Q1 | REDUCED | 165,483 | -910 | -0.5% | 4.76% | $8.3M | $47.12 |
| 2023 Q4 | ADDED | 166,393 | +13,491 | +8.8% | 4.79% | $8.0M | $44.73 |
| 2023 Q3 | INITIATED | 152,902 | — | — | 4.67% | $6.4M | — |
As of 2025 Q4 — sorted by position size