Ownership history in PRIVATE CLIENT SERVICES, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, LLC reported a position in VANGUARD INDEX FDS (VNQ). 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 Q3 | REDUCED | 2,458 | -873 | -26.2% | 0.08% | $225K | $90.59 |
| 2025 Q2 | REDUCED | 3,331 | -1,085 | -24.6% | 0.12% | $297K | $87.42 |
| 2025 Q1 | ADDED | 4,416 | +162 | +3.8% | 0.20% | $400K | $88.01 |
| 2024 Q4 | ADDED | 4,254 | +531 | +14.3% | 0.20% | $379K | $85.71 |
| 2024 Q3 | ADDED | 3,723 | +51 | +1.4% | 0.20% | $363K | $92.83 |
| 2024 Q2 | REDUCED | 3,672 | -2,410 | -39.6% | 0.19% | $308K | $79.15 |
| 2024 Q1 | REDUCED | 6,082 | -5 | -0.1% | 0.35% | $526K | $80.72 |
| 2023 Q4 | INITIATED | 6,087 | — | — | 0.44% | $538K | — |
As of 2025 Q4 — sorted by position size