Ownership history in Refined Wealth Management · 12 quarters on record
This page tracks every 13F SEC filing in which Refined Wealth Management reported a position in VANGUARD SCOTTSDALE FDS (VCLT). 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 | 66,754 | -945 | -1.4% | 3.41% | $5.1M | $75.19 |
| 2025 Q3 | ADDED | 67,699 | +2,030 | +3.1% | 3.38% | $5.3M | $75.64 |
| 2025 Q2 | ADDED | 65,669 | +25 | +0.0% | 3.43% | $5.0M | $72.87 |
| 2025 Q1 | REDUCED | 65,644 | -36,122 | -35.5% | 4.08% | $5.0M | $71.83 |
| 2024 Q4 | REDUCED | 101,766 | -501 | -0.5% | 5.79% | $7.6M | $70.16 |
| 2024 Q3 | ADDED | 102,267 | +445 | +0.4% | 6.41% | $8.3M | $74.91 |
| 2024 Q2 | ADDED | 101,822 | +590 | +0.6% | 5.96% | $7.7M | $69.10 |
| 2024 Q1 | ADDED | 101,232 | +5,215 | +5.4% | 5.58% | $7.9M | $70.36 |
| 2023 Q4 | ADDED | 96,017 | +3,211 | +3.5% | 6.00% | $7.7M | $71.51 |
| 2023 Q3 | REDUCED | 92,806 | -104 | -0.1% | 5.97% | $6.6M | $62.78 |
As of 2025 Q4 — sorted by position size