Ownership history in Refined Wealth Management · 19 quarters on record
This page tracks every 13F SEC filing in which Refined Wealth Management reported a position in VANGUARD INDEX FDS (VO). 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 | 13,363 | +131 | +1.0% | 2.61% | $3.9M | $290.22 |
| 2025 Q3 | REDUCED | 13,232 | -53 | -0.4% | 2.50% | $3.9M | $292.59 |
| 2025 Q2 | ADDED | 13,285 | +285 | +2.2% | 2.56% | $3.7M | $277.75 |
| 2025 Q1 | REDUCED | 13,000 | -7,472 | -36.5% | 2.75% | $3.4M | $255.71 |
| 2024 Q4 | REDUCED | 20,472 | -140 | -0.7% | 4.12% | $5.4M | $260.00 |
| 2024 Q3 | ADDED | 20,612 | +666 | +3.3% | 4.19% | $5.4M | $258.65 |
| 2024 Q2 | ADDED | 19,946 | +748 | +3.9% | 3.72% | $4.8M | $236.49 |
| 2024 Q1 | ADDED | 19,198 | +182 | +1.0% | 3.38% | $4.8M | $243.13 |
| 2023 Q4 | ADDED | 19,016 | +12,359 | +185.7% | 3.45% | $4.4M | $225.48 |
| 2023 Q3 | ADDED | 6,657 | +864 | +14.9% | 1.24% | $1.4M | $200.79 |
As of 2025 Q4 — sorted by position size