Ownership history in Selective Wealth Management, Inc. · 13 quarters on record
This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. reported a position in VANGUARD STAR FDS (VXUS). 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 | 46,852 | +8,470 | +22.1% | 1.15% | $3.7M | $75.36 |
| 2025 Q3 | ADDED | 38,382 | +12,925 | +50.8% | 0.92% | $2.8M | $72.06 |
| 2025 Q2 | REDUCED | 25,457 | -7,217 | -22.1% | 0.64% | $1.8M | $67.44 |
| 2025 Q1 | ADDED | 32,674 | +13,145 | +67.3% | 0.85% | $2.0M | $60.18 |
| 2024 Q4 | ADDED | 19,529 | +1,444 | +8.0% | 0.46% | $1.1M | $56.94 |
| 2024 Q3 | ADDED | 18,085 | +1,011 | +5.9% | 0.48% | $1.2M | $61.50 |
| 2024 Q2 | REDUCED | 17,074 | -275 | -1.6% | 0.46% | $1.0M | $57.04 |
| 2024 Q1 | ADDED | 17,349 | +8,437 | +94.7% | 0.45% | $1.0M | $56.59 |
| 2023 Q4 | ADDED | 8,912 | +3,966 | +80.2% | 0.26% | $508K | $54.19 |
| 2022 Q4 | ADDED | 4,946 | +403 | +8.9% | 0.15% | $277K | $46.77 |
As of 2025 Q4 — sorted by position size