Ownership history in Goepper Burkhardt LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Goepper Burkhardt LLC reported a position in VANGUARD SPECIALIZED FUNDS (VIG). 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 | 115,252 | +6,659 | +6.1% | 8.25% | $25.3M | $219.78 |
| 2025 Q3 | ADDED | 108,593 | +146 | +0.1% | 7.99% | $23.4M | $214.93 |
| 2025 Q2 | ADDED | 108,447 | +1,976 | +1.9% | 8.18% | $22.2M | $203.03 |
| 2025 Q1 | REDUCED | 106,471 | -2,058 | -1.9% | 8.26% | $20.7M | $191.61 |
| 2024 Q4 | REDUCED | 108,529 | -112 | -0.1% | 8.63% | $21.3M | $192.50 |
| 2024 Q3 | REDUCED | 108,641 | -1,441 | -1.3% | 8.87% | $21.5M | $193.83 |
| 2024 Q2 | REDUCED | 110,082 | -4,180 | -3.7% | 9.10% | $20.1M | $177.90 |
| 2024 Q1 | REDUCED | 114,262 | -8,126 | -6.6% | 9.64% | $20.7M | $177.09 |
| 2023 Q4 | ADDED | 122,388 | +7,408 | +6.4% | 10.70% | $21.5M | $164.55 |
| 2023 Q3 | ADDED | 114,980 | +1,492 | +1.3% | 10.90% | $17.9M | $149.23 |
As of 2025 Q4 — sorted by position size