Ownership history in Pasadena Private Wealth, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Pasadena Private Wealth, LLC reported a position in VANGUARD INDEX FDS (VBK). 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 | 56,656 | +1,819 | +3.3% | 2.33% | $17.1M | $302.11 |
| 2025 Q3 | ADDED | 54,837 | +592 | +1.1% | 2.35% | $16.3M | $297.25 |
| 2025 Q2 | ADDED | 54,245 | +38 | +0.1% | 2.57% | $15.0M | $276.19 |
| 2025 Q1 | ADDED | 54,207 | +2,912 | +5.7% | 2.63% | $13.6M | $250.70 |
| 2024 Q4 | REDUCED | 51,295 | -1,605 | -3.0% | 2.94% | $14.4M | $278.45 |
| 2024 Q3 | REDUCED | 52,900 | -169 | -0.3% | 3.01% | $14.1M | $265.46 |
| 2024 Q2 | ADDED | 53,069 | +1,416 | +2.7% | 3.07% | $13.3M | $248.07 |
| 2024 Q1 | ADDED | 51,653 | +988 | +2.0% | 3.10% | $13.5M | $258.14 |
| 2023 Q4 | ADDED | 50,665 | +569 | +1.1% | 2.99% | $12.2M | $239.00 |
| 2023 Q3 | ADDED | 50,096 | +3,699 | +8.0% | 3.21% | $10.7M | $211.17 |
As of 2025 Q4 — sorted by position size