Ownership history in KWMG, LLC · 45 quarters on record
This page tracks every 13F SEC filing in which KWMG, LLC reported a position in VANGUARD INDEX FDS (VNQ). 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 | 257,017 | -43,339 | -14.4% | 1.96% | $22.7M | $88.49 |
| 2025 Q3 | REDUCED | 300,356 | -25,430 | -7.8% | 2.41% | $27.5M | $90.59 |
| 2025 Q2 | REDUCED | 325,786 | -22,478 | -6.5% | 2.72% | $29.0M | $87.42 |
| 2025 Q1 | ADDED | 348,264 | +8,394 | +2.5% | 3.21% | $31.5M | $88.01 |
| 2024 Q4 | ADDED | 339,870 | +256 | +0.1% | 3.12% | $30.3M | $85.71 |
| 2024 Q3 | REDUCED | 339,614 | -740 | -0.2% | 3.33% | $33.1M | $92.83 |
| 2024 Q2 | ADDED | 340,354 | +20,110 | +6.3% | 3.07% | $28.5M | $79.15 |
| 2024 Q1 | ADDED | 320,244 | +8,671 | +2.8% | 3.03% | $27.7M | $80.72 |
| 2023 Q4 | ADDED | 311,573 | +4,649 | +1.5% | 3.22% | $27.5M | $81.77 |
| 2023 Q3 | ADDED | 306,924 | +12,797 | +4.4% | 2.92% | $23.2M | $69.17 |
As of 2025 Q4 — sorted by position size