Ownership history in Olde Wealth Management, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Olde Wealth Management, LLC reported a position in VANGUARD STAR FDS (VXUS). 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 | 32,643 | -117 | -0.4% | 0.76% | $2.5M | $75.36 |
| 2025 Q3 | REDUCED | 32,760 | -702 | -2.1% | 0.76% | $2.5M | $72.06 |
| 2025 Q1 | REDUCED | 33,462 | -631 | -1.9% | 0.73% | $2.1M | $60.18 |
| 2024 Q4 | REDUCED | 34,093 | -463 | -1.3% | 0.72% | $2.0M | $56.94 |
| 2024 Q3 | REDUCED | 34,556 | -515 | -1.5% | 0.80% | $2.2M | $61.50 |
| 2024 Q2 | REDUCED | 35,071 | -235 | -0.7% | 0.81% | $2.1M | $57.04 |
| 2024 Q1 | REDUCED | 35,306 | -267 | -0.8% | 1.01% | $2.1M | $56.59 |
| 2023 Q4 | REDUCED | 35,573 | -1,033 | -2.8% | 0.89% | $2.1M | $54.19 |
| 2023 Q3 | ADDED | 36,606 | +1,193 | +3.4% | 0.94% | $1.9M | $49.30 |
| 2023 Q2 | REDUCED | 35,413 | -2,455 | -6.5% | 0.95% | $2.1M | $51.38 |
As of 2025 Q4 — sorted by position size