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 INDEX FDS (VUG). 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 | 29,727 | +260 | +0.9% | 5.74% | $14.5M | $487.86 |
| 2025 Q3 | ADDED | 29,467 | +562 | +1.9% | 6.30% | $14.1M | $479.12 |
| 2025 Q2 | ADDED | 28,905 | +1,180 | +4.3% | 6.18% | $12.7M | $437.49 |
| 2025 Q1 | REDUCED | 27,725 | -183 | -0.7% | 5.57% | $10.3M | $369.62 |
| 2024 Q4 | ADDED | 27,908 | +270 | +1.0% | 6.42% | $11.5M | $408.58 |
| 2024 Q3 | REDUCED | 27,638 | -237 | -0.9% | 6.19% | $10.6M | $381.70 |
| 2024 Q2 | ADDED | 27,875 | +301 | +1.1% | 6.79% | $10.4M | $371.40 |
| 2024 Q1 | REDUCED | 27,574 | -635 | -2.3% | 6.20% | $9.5M | $341.38 |
| 2023 Q4 | INITIATED | 28,209 | — | — | 6.07% | $8.8M | — |
As of 2025 Q4 — sorted by position size