Ownership history in KWB Wealth · 21 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth 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 | REDUCED | 19,039 | -273 | -1.4% | 1.13% | $11.9M | $627.13 |
| 2025 Q3 | ADDED | 19,312 | +146 | +0.8% | 1.21% | $11.0M | $610.65 |
| 2025 Q2 | ADDED | 19,166 | +23 | +0.1% | 1.20% | $9.8M | $564.81 |
| 2025 Q1 | REDUCED | 19,143 | -402 | -2.1% | 1.24% | $10.3M | $509.43 |
| 2024 Q4 | REDUCED | 19,545 | -193 | -1.0% | 1.28% | $10.3M | $532.26 |
| 2024 Q3 | REDUCED | 19,738 | -259 | -1.3% | 1.29% | $9.9M | $519.60 |
| 2024 Q2 | REDUCED | 19,997 | -7 | -0.0% | 1.32% | $9.6M | $490.95 |
| 2024 Q1 | REDUCED | 20,004 | -232 | -1.1% | 1.29% | $9.6M | $470.20 |
| 2023 Q4 | REDUCED | 20,236 | -501 | -2.4% | 1.28% | $8.8M | $425.89 |
| 2023 Q3 | REDUCED | 20,737 | -395 | -1.9% | 1.36% | $8.4M | $381.32 |
As of 2025 Q4 — sorted by position size