Ownership history in FINANCIAL CONSULATE, INC · 32 quarters on record
This page tracks every 13F SEC filing in which FINANCIAL CONSULATE, INC reported a position in VANGUARD INDEX FDS (VOO). 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 | REDUCED | 5,972 | -50 | -0.8% | 0.51% | $3.7M | $627.13 |
| 2025 Q3 | ADDED | 6,022 | +106 | +1.8% | 0.52% | $3.7M | $610.65 |
| 2025 Q2 | ADDED | 5,916 | +4 | +0.1% | 0.66% | $3.4M | $564.81 |
| 2025 Q1 | ADDED | 5,912 | +157 | +2.7% | 0.77% | $3.0M | $509.43 |
| 2024 Q4 | ADDED | 5,755 | +2,807 | +95.2% | 0.82% | $3.1M | $532.26 |
| 2024 Q3 | ADDED | 2,948 | +657 | +28.7% | 0.41% | $1.6M | $519.60 |
| 2024 Q2 | ADDED | 2,291 | +231 | +11.2% | 0.34% | $1.1M | $490.95 |
| 2024 Q1 | ADDED | 2,060 | +120 | +6.2% | 0.29% | $990K | $470.20 |
| 2023 Q4 | ADDED | 1,940 | +69 | +3.7% | 0.28% | $847K | $425.89 |
| 2023 Q3 | REDUCED | 1,871 | -358 | -16.1% | 0.32% | $735K | $381.32 |
As of 2025 Q4 — sorted by position size