Ownership history in Financial Freedom, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Financial Freedom, LLC reported a position in VANGUARD SMALL-CAP INDEX FUND (VB). 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 | 16,039 | -227 | -1.4% | 2.05% | $4.1M | $257.95 |
| 2025 Q3 | REDUCED | 16,266 | -321 | -1.9% | 2.06% | $4.1M | $253.38 |
| 2025 Q2 | REDUCED | 16,587 | -204 | -1.2% | 2.12% | $3.9M | $235.40 |
| 2025 Q1 | REDUCED | 16,791 | -523 | -3.0% | 2.14% | $3.7M | $219.54 |
| 2024 Q4 | REDUCED | 17,314 | -451 | -2.5% | 2.19% | $4.2M | $236.92 |
| 2024 Q3 | ADDED | 17,765 | +419 | +2.4% | 2.23% | $4.2M | $233.03 |
| 2024 Q2 | ADDED | 17,346 | +36 | +0.2% | 2.15% | $3.8M | $213.56 |
| 2024 Q1 | REDUCED | 17,310 | -199 | -1.1% | 2.34% | $4.0M | $223.02 |
| 2023 Q4 | ADDED | 17,509 | +784 | +4.7% | 2.37% | $3.7M | $207.51 |
| 2023 Q3 | ADDED | 16,725 | +166 | +1.0% | 2.24% | $3.2M | $182.97 |
As of 2025 Q4 — sorted by position size