Ownership history in Sharp Wealth Advisory, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Sharp Wealth Advisory, LLC 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 | 13,858 | +1,703 | +14.0% | 4.37% | $8.7M | $627.13 |
| 2025 Q3 | REDUCED | 12,155 | -33,111 | -73.1% | 4.05% | $7.4M | $610.65 |
| 2025 Q2 | ADDED | 45,266 | +43,948 | +3334.4% | 16.58% | $25.7M | $564.81 |
| 2025 Q1 | ADDED | 1,318 | +174 | +15.2% | 0.52% | $677K | $509.43 |
As of 2025 Q4 — sorted by position size