Ownership history in Executive Wealth Management, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in VANGUARD SCOTTSDALE FDS (VMBS). 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 | 1,120,199 | +29,634 | +2.7% | 3.98% | $50.8M | $43.15 |
| 2024 Q3 | ADDED | 1,090,565 | +22,843 | +2.1% | 6.55% | $51.5M | $44.35 |
| 2024 Q2 | ADDED | 1,067,722 | +54,678 | +5.4% | 8.89% | $48.5M | $42.23 |
| 2024 Q1 | ADDED | 1,013,044 | +94,000 | +10.2% | 4.01% | $45.8M | $42.00 |
| 2023 Q4 | REDUCED | 919,044 | -25,129 | -2.7% | 4.01% | $42.6M | $42.43 |
| 2023 Q3 | REDUCED | 944,173 | -2,037 | -0.2% | 4.28% | $41.3M | $39.57 |
| 2023 Q2 | REDUCED | 946,210 | -13,486 | -1.4% | 4.50% | $43.5M | $41.22 |
| 2023 Q1 | ADDED | 959,696 | +72,213 | +8.1% | 4.96% | $44.7M | $41.39 |
| 2022 Q4 | ADDED | 887,483 | +847,123 | +2098.9% | 4.96% | $40.4M | $40.27 |
| 2022 Q3 | REDUCED | 40,360 | -1,029,910 | -96.2% | 5.62% | $40.4M | $39.52 |
As of 2025 Q4 — sorted by position size