Ownership history in RMR Wealth Builders · 7 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in VANGUARD INDEX FDS (VXF). 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 | UNCHANGED | 1,377 | — | 0% | 0.02% | $288K | $208.69 |
| 2025 Q2 | REDUCED | 1,377 | -240 | -14.8% | 0.02% | $265K | $191.59 |
| 2025 Q1 | UNCHANGED | 1,617 | — | 0% | 0.03% | $279K | $170.78 |
| 2024 Q4 | UNCHANGED | 1,617 | — | 0% | 0.03% | $307K | $187.71 |
| 2024 Q3 | REDUCED | 1,617 | -281 | -14.8% | 0.03% | $295K | $179.28 |
| 2024 Q2 | REDUCED | 1,898 | -46 | -2.4% | 0.04% | $320K | $165.83 |
| 2024 Q1 | INITIATED | 1,944 | — | — | 0.04% | $341K | — |
As of 2025 Q4 — sorted by position size