Ownership history in RMR Wealth Builders · 17 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in VANGUARD INDEX FDS (VOO). 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 | 187,658 | +7,096 | +3.9% | 9.42% | $117.7M | $627.13 |
| 2025 Q3 | ADDED | 180,562 | +8,719 | +5.1% | 9.28% | $110.9M | $610.65 |
| 2025 Q2 | ADDED | 171,843 | +5,535 | +3.3% | 8.90% | $97.9M | $564.81 |
| 2025 Q1 | ADDED | 166,308 | +5,271 | +3.3% | 9.00% | $85.5M | $509.43 |
| 2024 Q4 | ADDED | 161,037 | +10,186 | +6.8% | 9.02% | $86.8M | $532.26 |
| 2024 Q3 | ADDED | 150,851 | +7,088 | +4.9% | 8.46% | $79.8M | $519.60 |
| 2024 Q2 | ADDED | 143,763 | +3,584 | +2.6% | 8.25% | $71.9M | $490.95 |
| 2024 Q1 | ADDED | 140,179 | +4,162 | +3.1% | 8.15% | $67.4M | $470.20 |
| 2023 Q4 | ADDED | 136,017 | +7,046 | +5.5% | 8.35% | $59.4M | $425.89 |
| 2023 Q3 | ADDED | 128,971 | +6,515 | +5.3% | 8.09% | $50.6M | $381.32 |
As of 2025 Q4 — sorted by position size