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 (VOO). 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 | 5,391 | +112 | +2.1% | 1.34% | $3.4M | $627.13 |
| 2025 Q3 | ADDED | 5,279 | +3,842 | +267.4% | 1.44% | $3.2M | $610.65 |
| 2025 Q2 | REDUCED | 1,437 | -666 | -31.7% | 0.40% | $816K | $564.81 |
| 2025 Q1 | ADDED | 2,103 | +606 | +40.5% | 0.59% | $1.1M | $509.43 |
| 2024 Q4 | ADDED | 1,497 | +27 | +1.8% | 0.45% | $806K | $532.26 |
| 2024 Q3 | ADDED | 1,470 | +22 | +1.5% | 0.45% | $778K | $519.60 |
| 2024 Q2 | ADDED | 1,448 | +196 | +15.7% | 0.47% | $727K | $490.95 |
| 2024 Q1 | ADDED | 1,252 | +484 | +63.0% | 0.39% | $602K | $470.20 |
| 2023 Q4 | INITIATED | 768 | — | — | 0.23% | $336K | — |
As of 2025 Q4 — sorted by position size