Ownership history in LPWM LLC · 25 quarters on record
This page tracks every 13F SEC filing in which LPWM LLC reported a position in VANGUARD SCOTTSDALE FDS (VONG). 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 | 659,713 | +15,390 | +2.4% | 20.26% | $80.3M | $121.75 |
| 2025 Q3 | ADDED | 644,323 | +14,366 | +2.3% | 20.71% | $77.6M | $120.36 |
| 2025 Q2 | ADDED | 629,957 | +19,916 | +3.3% | 20.07% | $68.8M | $108.95 |
| 2025 Q1 | REDUCED | 610,041 | -10,084 | -1.6% | 18.23% | $56.6M | $92.46 |
| 2024 Q4 | REDUCED | 620,125 | -51,546 | -7.7% | 20.58% | $64.1M | $102.78 |
| 2024 Q3 | ADDED | 671,671 | +8,029 | +1.2% | 20.98% | $64.1M | $95.91 |
| 2024 Q2 | ADDED | 663,642 | +4,134 | +0.6% | 22.31% | $64.6M | $93.09 |
| 2024 Q1 | ADDED | 659,508 | +4,663 | +0.7% | 20.73% | $56.5M | $85.87 |
| 2023 Q4 | ADDED | 654,845 | +20,735 | +3.3% | 19.64% | $49.7M | $77.16 |
| 2023 Q3 | ADDED | 634,110 | +8,711 | +1.4% | 19.68% | $43.8M | $67.55 |
As of 2025 Q4 — sorted by position size