Ownership history in FinDec Wealth Services, Inc. · 13 quarters on record
This page tracks every 13F SEC filing in which FinDec Wealth Services, Inc. reported a position in VANGUARD INDEX FDS (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 | 17,260 | -968 | -5.3% | 4.77% | $4.5M | $257.95 |
| 2025 Q3 | REDUCED | 18,228 | -709 | -3.7% | 4.80% | $4.6M | $253.38 |
| 2025 Q2 | REDUCED | 18,937 | -1,453 | -7.1% | 4.69% | $4.5M | $235.40 |
| 2025 Q1 | ADDED | 20,390 | +12,210 | +149.3% | 4.47% | $4.5M | $219.54 |
| 2024 Q4 | REDUCED | 8,180 | -1,148 | -12.3% | 1.36% | $2.0M | $236.92 |
| 2024 Q3 | ADDED | 9,328 | +10 | +0.1% | 1.28% | $2.2M | $233.03 |
| 2024 Q2 | REDUCED | 9,318 | -4,448 | -32.3% | 1.28% | $2.0M | $213.56 |
| 2024 Q1 | REDUCED | 13,766 | -83 | -0.6% | 1.98% | $3.1M | $223.02 |
| 2023 Q4 | REDUCED | 13,849 | -3,351 | -19.5% | 1.97% | $3.0M | $207.51 |
| 2023 Q3 | ADDED | 17,200 | +3 | +0.0% | 2.35% | $3.3M | $182.97 |
As of 2025 Q4 — sorted by position size