Ownership history in Integrity Wealth Solutions LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Integrity Wealth Solutions LLC reported a position in VANGUARD TAX-MANAGED FDS (VEA). 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 | 261,782 | +1,769 | +0.7% | 6.47% | $16.4M | $62.36 |
| 2025 Q3 | REDUCED | 260,013 | -6,364 | -2.4% | 6.95% | $15.6M | $58.82 |
| 2025 Q2 | REDUCED | 266,377 | -1,012 | -0.4% | 7.40% | $15.2M | $55.70 |
| 2025 Q1 | ADDED | 267,389 | +714 | +0.3% | 7.37% | $13.6M | $49.27 |
| 2024 Q4 | ADDED | 266,675 | +14,446 | +5.7% | 7.14% | $12.8M | $46.14 |
| 2024 Q3 | ADDED | 252,229 | +6,945 | +2.8% | 7.77% | $13.3M | $50.20 |
| 2024 Q2 | ADDED | 245,284 | +15,708 | +6.8% | 7.88% | $12.1M | $46.85 |
| 2024 Q1 | ADDED | 229,576 | +6,206 | +2.8% | 7.52% | $11.5M | $47.12 |
| 2023 Q4 | INITIATED | 223,370 | — | — | 7.40% | $10.7M | — |
As of 2025 Q4 — sorted by position size