Ownership history in LPWM LLC · 24 quarters on record
This page tracks every 13F SEC filing in which LPWM LLC reported a position in VANGUARD TAX MANAGED INTL FD (VEA). 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 | 56,433 | +2,556 | +4.7% | 0.89% | $3.5M | $62.36 |
| 2025 Q3 | ADDED | 53,877 | +1,566 | +3.0% | 0.86% | $3.2M | $58.82 |
| 2025 Q2 | ADDED | 52,311 | +79 | +0.2% | 0.87% | $3.0M | $55.70 |
| 2025 Q1 | REDUCED | 52,232 | -825 | -1.6% | 0.86% | $2.7M | $49.27 |
| 2024 Q4 | REDUCED | 53,057 | -480 | -0.9% | 0.81% | $2.5M | $46.14 |
| 2024 Q3 | ADDED | 53,537 | +2,193 | +4.3% | 0.91% | $2.8M | $50.20 |
| 2024 Q2 | ADDED | 51,344 | +1,139 | +2.3% | 0.89% | $2.6M | $46.85 |
| 2024 Q1 | ADDED | 50,205 | +415 | +0.8% | 0.91% | $2.5M | $47.12 |
| 2023 Q4 | ADDED | 49,790 | +2,970 | +6.3% | 0.93% | $2.3M | $44.73 |
| 2023 Q3 | ADDED | 46,820 | +2,079 | +4.6% | 0.91% | $2.0M | $40.30 |
As of 2025 Q4 — sorted by position size