Ownership history in EVOKE WEALTH, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in VANGUARD TOTAL WORLD STOCK (VT). 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 | 478,189 | +11,065 | +2.4% | 1.26% | $67.5M | $140.73 |
| 2025 Q3 | REDUCED | 467,124 | -932 | -0.2% | 1.30% | $64.4M | $136.39 |
| 2025 Q2 | REDUCED | 468,056 | -20,074 | -4.1% | 1.38% | $60.2M | $126.76 |
| 2025 Q1 | REDUCED | 488,130 | -13,311 | -2.7% | 1.48% | $56.6M | $113.82 |
| 2024 Q4 | ADDED | 501,441 | +29,548 | +6.3% | 1.64% | $58.9M | $114.94 |
| 2024 Q3 | ADDED | 471,893 | +469,493 | +19562.2% | 1.53% | $56.5M | $116.25 |
| 2024 Q2 | REDUCED | 2,400 | -479,030 | -99.5% | 0.32% | $270K | $109.00 |
| 2024 Q1 | REDUCED | 481,430 | -129,116 | -21.1% | 1.58% | $53.2M | $106.39 |
| 2023 Q4 | ADDED | 610,546 | +595,769 | +4031.7% | 1.34% | $62.8M | $98.67 |
| 2023 Q3 | ADDED | 14,777 | +4,242 | +40.3% | 0.05% | $1.4M | $88.66 |
As of 2025 Q4 — sorted by position size