Ownership history in IMZ Advisory Inc · 8 quarters on record
This page tracks every 13F SEC filing in which IMZ Advisory Inc reported a position in VANGUARD SCOTTSDALE FDS (VCSH). 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 | 115,003 | +4,120 | +3.7% | 3.36% | $9.2M | $79.17 |
| 2025 Q3 | ADDED | 110,883 | +1,907 | +1.7% | 3.30% | $8.9M | $78.20 |
| 2025 Q2 | ADDED | 108,976 | +4,713 | +4.5% | 3.45% | $8.6M | $76.93 |
| 2025 Q1 | ADDED | 104,263 | +7,961 | +8.3% | 3.73% | $8.2M | $75.55 |
| 2024 Q4 | ADDED | 96,302 | +2,915 | +3.1% | 3.43% | $7.5M | $74.15 |
| 2024 Q3 | ADDED | 93,387 | +9,604 | +11.5% | 3.40% | $7.4M | $74.45 |
| 2024 Q2 | ADDED | 83,783 | +5,194 | +6.6% | 3.23% | $6.5M | $71.72 |
| 2024 Q1 | INITIATED | 78,589 | — | — | 3.13% | $6.1M | — |
As of 2025 Q4 — sorted by position size