Ownership history in IMA Advisory Services, Inc. · 5 quarters on record
This page tracks every 13F SEC filing in which IMA Advisory Services, Inc. reported a position in VANGUARD STAR FDS (VXUS). 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 | 342,421 | +3,578 | +1.1% | 2.48% | $25.8M | $75.44 |
| 2025 Q3 | REDUCED | 338,843 | -14,605 | -4.1% | 2.51% | $24.9M | $72.14 |
| 2025 Q2 | REDUCED | 353,448 | -3,274 | -0.9% | 2.62% | $24.4M | $67.51 |
| 2025 Q1 | REDUCED | 356,722 | -56,470 | -13.7% | 2.63% | $22.1M | $60.25 |
As of 2025 Q4 — sorted by position size