Ownership history in Signify Wealth · 3 quarters on record
This page tracks every 13F SEC filing in which Signify Wealth reported a position in VANGUARD TAX-MANAGED FDS (VEA). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 5,004 | +510 | +11.3% | 0.27% | $239K | $46.22 |
| 2024 Q3 | REDUCED | 4,494 | -841 | -15.8% | 0.29% | $237K | $50.29 |
| 2024 Q2 | INITIATED | 5,335 | — | — | 0.38% | $264K | — |
As of 2025 Q4 — sorted by position size