Ownership history in PACK Private Wealth, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which PACK Private Wealth, LLC reported a position in VANGUARD S&P 500 ETF (VOO). 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 | 4,859 | — | 0% | 1.39% | $3.0M | $627.13 |
| 2025 Q3 | UNCHANGED | 4,859 | — | 0% | 1.40% | $3.0M | $610.65 |
| 2025 Q2 | REDUCED | 4,859 | -409 | -7.8% | 1.46% | $2.8M | $564.81 |
| 2025 Q1 | REDUCED | 5,268 | -409 | -7.2% | 1.61% | $2.7M | $509.43 |
| 2024 Q4 | REDUCED | 5,677 | -172 | -2.9% | 1.80% | $3.1M | $532.26 |
| 2024 Q3 | REDUCED | 5,849 | -83 | -1.4% | 1.75% | $3.1M | $519.60 |
| 2024 Q2 | ADDED | 5,932 | +23 | +0.4% | 1.84% | $3.0M | $490.95 |
| 2024 Q1 | ADDED | 5,909 | +9 | +0.2% | 1.78% | $2.8M | $470.20 |
| 2023 Q4 | ADDED | 5,900 | +20 | +0.3% | 1.74% | $2.6M | $425.89 |
| 2023 Q3 | ADDED | 5,880 | +21 | +0.4% | 1.72% | $2.3M | $381.32 |
As of 2025 Q4 — sorted by position size