Ownership history in Fairway Wealth LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Fairway Wealth LLC reported a position in VANGUARD S&P MID-CAP 400 INDEX ETF (IVOO). 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 | 24,235 | +1,408 | +6.2% | 0.73% | $2.7M | $111.80 |
| 2025 Q3 | ADDED | 22,827 | +5,227 | +29.7% | 0.71% | $2.5M | $109.97 |
| 2025 Q2 | REDUCED | 17,600 | -1,291 | -6.8% | 0.59% | $1.8M | $104.22 |
| 2025 Q1 | ADDED | 18,891 | +1,356 | +7.7% | 0.69% | $1.9M | $97.66 |
| 2024 Q4 | ADDED | 17,535 | +3,690 | +26.7% | 0.83% | $1.8M | $104.03 |
| 2024 Q3 | ADDED | 13,845 | +284 | +2.1% | 0.74% | $1.5M | $103.57 |
| 2024 Q2 | ADDED | 13,561 | +251 | +1.9% | 0.79% | $1.3M | $96.85 |
| 2024 Q1 | INITIATED | 13,310 | — | — | 0.93% | $1.4M | — |
As of 2025 Q4 — sorted by position size