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 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 | ADDED | 7,931 | +132 | +1.7% | 1.56% | $5.0M | $627.13 |
| 2025 Q3 | REDUCED | 7,799 | -51 | -0.6% | 1.58% | $4.8M | $610.65 |
| 2025 Q2 | ADDED | 7,850 | +323 | +4.3% | 1.66% | $4.5M | $564.81 |
| 2025 Q1 | ADDED | 7,527 | +254 | +3.5% | 1.67% | $3.9M | $509.43 |
| 2024 Q4 | REDUCED | 7,273 | -36 | -0.5% | 1.73% | $3.9M | $532.26 |
| 2024 Q3 | ADDED | 7,309 | +5,673 | +346.8% | 1.75% | $3.9M | $519.60 |
| 2024 Q2 | ADDED | 1,636 | +54 | +3.4% | 0.46% | $818K | $490.95 |
| 2024 Q1 | ADDED | 1,582 | +76 | +5.0% | 0.44% | $760K | $470.20 |
| 2023 Q4 | ADDED | 1,506 | +2 | +0.1% | 0.40% | $659K | $425.89 |
| 2023 Q3 | INITIATED | 1,504 | — | — | 0.38% | $528K | — |
As of 2025 Q4 — sorted by position size