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 SCOTTSDALE FDS (VCSH). 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 | 262,254 | +9,060 | +3.6% | 1.80% | $20.9M | $79.17 |
| 2025 Q3 | ADDED | 253,194 | +11,301 | +4.7% | 1.77% | $20.2M | $78.20 |
| 2025 Q2 | ADDED | 241,893 | +4,716 | +2.0% | 1.81% | $19.2M | $76.93 |
| 2025 Q1 | REDUCED | 237,177 | -468 | -0.2% | 1.91% | $18.7M | $75.55 |
| 2024 Q4 | ADDED | 237,645 | +3,224 | +1.4% | 1.91% | $18.5M | $74.15 |
| 2024 Q3 | ADDED | 234,421 | +8,116 | +3.6% | 1.87% | $18.6M | $74.45 |
| 2024 Q2 | ADDED | 226,305 | +13,739 | +6.5% | 1.89% | $17.5M | $71.72 |
| 2024 Q1 | ADDED | 212,566 | +6,529 | +3.2% | 1.80% | $16.4M | $71.04 |
| 2023 Q4 | REDUCED | 206,037 | -431 | -0.2% | 1.87% | $15.9M | $70.67 |
| 2023 Q3 | ADDED | 206,468 | +5,443 | +2.7% | 1.95% | $15.5M | $67.84 |
As of 2025 Q4 — sorted by position size