Ownership history in Pine Harbor Wealth Management, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Pine Harbor Wealth Management, LLC reported a position in VANGUARD BD INDEX FDS (VUSB). 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 | 111,777 | +7,722 | +7.4% | 1.71% | $5.6M | $49.49 |
| 2025 Q3 | REDUCED | 104,055 | -9,484 | -8.4% | 1.67% | $5.2M | $48.93 |
| 2025 Q2 | ADDED | 113,539 | +6,289 | +5.9% | 1.99% | $5.7M | $48.23 |
| 2025 Q1 | ADDED | 107,250 | +3,694 | +3.6% | 2.14% | $5.3M | $47.65 |
| 2024 Q4 | ADDED | 103,556 | +3,692 | +3.7% | 2.07% | $5.1M | $47.05 |
| 2024 Q3 | REDUCED | 99,864 | -21,392 | -17.6% | 2.48% | $5.0M | $46.56 |
| 2024 Q2 | REDUCED | 121,256 | -1,091 | -0.9% | 3.53% | $6.0M | $45.58 |
| 2024 Q1 | INITIATED | 122,347 | — | — | 3.82% | $6.1M | — |
As of 2025 Q4 — sorted by position size