Ownership history in LifePlan Financial, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which LifePlan Financial, 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 | ADDED | 71,843 | +618 | +0.9% | 3.30% | $4.3M | $59.57 |
| 2025 Q3 | ADDED | 71,225 | +1,305 | +1.9% | 3.39% | $4.3M | $58.92 |
| 2025 Q2 | REDUCED | 69,920 | -968 | -1.4% | 3.47% | $4.2M | $58.14 |
| 2025 Q1 | ADDED | 70,888 | +2,123 | +3.1% | 3.67% | $4.2M | $57.19 |
| 2024 Q4 | ADDED | 68,765 | +1,825 | +2.7% | 3.52% | $4.0M | $55.49 |
| 2024 Q3 | ADDED | 66,940 | +978 | +1.5% | 3.47% | $4.0M | $57.09 |
| 2024 Q2 | ADDED | 65,962 | +5,619 | +9.3% | 3.54% | $3.8M | $54.51 |
| 2024 Q1 | ADDED | 60,343 | +6,231 | +11.5% | 3.24% | $3.5M | $54.31 |
| 2023 Q4 | INITIATED | 54,112 | — | — | 3.21% | $3.2M | — |
As of 2025 Q4 — sorted by position size