Ownership history in EVOKE WEALTH, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in VANGUARD VALUE INDEX FUND ETF SHARES (VTV). 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 | 361,980 | -8,065 | -2.2% | 1.29% | $69.1M | $190.99 |
| 2025 Q3 | REDUCED | 370,045 | -7,449 | -2.0% | 1.40% | $69.4M | $185.53 |
| 2025 Q2 | REDUCED | 377,494 | -2,422 | -0.6% | 1.53% | $67.1M | $174.94 |
| 2025 Q1 | REDUCED | 379,916 | -15,948 | -4.0% | 1.71% | $65.6M | $170.05 |
| 2024 Q4 | ADDED | 395,864 | +13,760 | +3.6% | 1.87% | $67.0M | $165.69 |
| 2024 Q3 | ADDED | 382,104 | +12,021 | +3.2% | 1.81% | $66.7M | $169.87 |
| 2024 Q1 | REDUCED | 370,083 | -2,918 | -0.8% | 1.78% | $60.3M | $156.64 |
| 2023 Q4 | REDUCED | 373,001 | -21,601 | -5.5% | 1.19% | $55.8M | $142.89 |
| 2023 Q3 | REDUCED | 394,602 | -3,865 | -1.0% | 1.92% | $54.4M | $130.91 |
| 2023 Q2 | ADDED | 398,467 | +4,901 | +1.2% | 1.97% | $56.6M | $134.03 |
As of 2025 Q4 — sorted by position size