Ownership history in Lauer Wealth, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Lauer Wealth, LLC reported a position in VANGUARD INDEX FDS (VTI). 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 | UNCHANGED | 2,476 | — | 0% | 0.63% | $842K | $335.27 |
| 2025 Q3 | REDUCED | 2,476 | -20 | -0.8% | 0.58% | $813K | $327.24 |
| 2025 Q2 | UNCHANGED | 2,496 | — | 0% | 0.64% | $780K | $302.23 |
| 2025 Q1 | REDUCED | 2,496 | -2,416 | -49.2% | 0.52% | $681K | $272.48 |
| 2024 Q4 | ADDED | 4,912 | +581 | +13.4% | 0.95% | $1.4M | $286.32 |
| 2024 Q3 | ADDED | 4,331 | +139 | +3.3% | 0.95% | $1.2M | $278.85 |
| 2024 Q2 | ADDED | 4,192 | +71 | +1.7% | 0.90% | $1.1M | $262.63 |
| 2024 Q1 | ADDED | 4,121 | +684 | +19.9% | 0.92% | $1.1M | $254.25 |
| 2023 Q4 | ADDED | 3,437 | +931 | +37.2% | 0.77% | $827K | $231.25 |
| 2023 Q3 | REDUCED | 2,506 | -27 | -1.1% | 0.58% | $541K | $206.18 |
As of 2025 Q4 — sorted by position size