Ownership history in Lauer Wealth, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Lauer Wealth, LLC reported a position in VANGUARD SCOTTSDALE FDS (VGIT). 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 | 101,371 | -2,602 | -2.5% | 4.51% | $6.1M | $59.57 |
| 2025 Q3 | ADDED | 103,973 | +1,335 | +1.3% | 4.48% | $6.3M | $58.92 |
| 2025 Q2 | ADDED | 102,638 | +860 | +0.8% | 5.05% | $6.1M | $58.14 |
| 2025 Q1 | INITIATED | 101,778 | — | — | 4.69% | $6.1M | $57.19 |
As of 2025 Q4 — sorted by position size