Ownership history in INSIGHT 2811, INC. · 13 quarters on record
This page tracks every 13F SEC filing in which INSIGHT 2811, INC. reported a position in VANGUARD SCOTTSDALE FDS (VGLT). 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 | 128,648 | +3,830 | +3.1% | 3.17% | $7.2M | $55.41 |
| 2025 Q3 | ADDED | 124,818 | +8,604 | +7.4% | 3.16% | $7.1M | $55.63 |
| 2025 Q2 | ADDED | 116,214 | +19,152 | +19.7% | 3.09% | $6.5M | $54.29 |
| 2025 Q1 | ADDED | 97,062 | +12,598 | +14.9% | 2.83% | $5.6M | $55.12 |
| 2024 Q4 | ADDED | 84,464 | +26,669 | +46.1% | 2.41% | $4.7M | $52.59 |
| 2024 Q3 | ADDED | 57,795 | +44,818 | +345.4% | 1.77% | $3.6M | $57.64 |
| 2024 Q2 | ADDED | 12,977 | +690 | +5.6% | 0.39% | $749K | $53.48 |
| 2024 Q1 | ADDED | 12,287 | +1,538 | +14.3% | 0.37% | $728K | $54.36 |
| 2023 Q4 | ADDED | 10,749 | +8,076 | +302.1% | 0.36% | $661K | $56.11 |
| 2019 Q4 | UNCHANGED | 2,673 | — | 0% | 0.15% | $223K | $68.84 |
As of 2025 Q4 — sorted by position size