Ownership history in EVOKE WEALTH, LLC · 23 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in VANGUARD LARGE-CAP INDEX FUND ETF SHARES (VV). 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 Q3 | UNCHANGED | 1,845 | — | 0% | 0.01% | $570K | $307.02 |
| 2025 Q2 | UNCHANGED | 1,845 | — | 0% | 0.01% | $528K | $283.76 |
| 2025 Q1 | REDUCED | 1,845 | -500 | -21.3% | 0.01% | $474K | $254.88 |
| 2024 Q4 | ADDED | 2,345 | +1,569 | +202.2% | 0.02% | $632K | $266.54 |
| 2024 Q3 | REDUCED | 776 | -400 | -34.0% | 0.01% | $205K | $259.40 |
| 2024 Q1 | UNCHANGED | 1,176 | — | 0% | 0.01% | $282K | $234.69 |
| 2023 Q4 | REDUCED | 1,176 | -675 | -36.5% | 0.01% | $257K | $212.81 |
| 2023 Q3 | UNCHANGED | 1,851 | — | 0% | 0.01% | $362K | $190.09 |
| 2023 Q2 | UNCHANGED | 1,851 | — | 0% | 0.01% | $375K | $196.21 |
| 2023 Q1 | UNCHANGED | 1,851 | — | 0% | 0.01% | $346K | $180.15 |
As of 2025 Q4 — sorted by position size