Ownership history in Executive Wealth Management, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in VANGUARD SCOTTSDALE FDS (VGIT). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 602,966 | +15,685 | +2.7% | 2.74% | $35.0M | $55.49 |
| 2024 Q3 | ADDED | 587,281 | +14,468 | +2.5% | 4.52% | $35.5M | $57.09 |
| 2024 Q2 | ADDED | 572,813 | +31,846 | +5.9% | 6.12% | $33.4M | $54.51 |
| 2024 Q1 | ADDED | 540,967 | +52,218 | +10.7% | 2.75% | $31.4M | $54.31 |
| 2023 Q4 | REDUCED | 488,749 | -13,260 | -2.6% | 2.73% | $29.0M | $54.73 |
| 2023 Q3 | REDUCED | 502,009 | -5,926 | -1.2% | 2.97% | $28.7M | $52.17 |
| 2023 Q2 | REDUCED | 507,935 | -7,828 | -1.5% | 3.08% | $29.8M | $53.20 |
| 2023 Q1 | ADDED | 515,763 | +78,116 | +17.8% | 3.43% | $30.9M | $54.03 |
| 2022 Q4 | ADDED | 437,647 | +415,895 | +1912.0% | 3.14% | $25.6M | $52.49 |
| 2022 Q3 | REDUCED | 21,752 | -422,543 | -95.1% | 3.03% | $21.8M | $51.95 |
As of 2025 Q4 — sorted by position size