VTI VANGUARD INDEX FDS

Ownership history in Signify Wealth  ·  5 quarters on record

This page tracks every 13F SEC filing in which Signify Wealth reported a position in VANGUARD INDEX FDS (VTI). 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.

Peak position
1.9% (2024 Q2)
Avg. % of fund
1.43%
First filed
2023 Q4
Last filed
2024 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 4,690 +381 +8.8% 1.53% $1.4M $286.32
2024 Q3 REDUCED 4,309 -629 -12.7% 1.49% $1.2M $278.85
2024 Q2 ADDED 4,938 +1,336 +37.1% 1.90% $1.3M $262.63
2024 Q1 ADDED 3,602 +1,718 +91.2% 1.55% $936K $254.25
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTI price (monthly, adj. close)
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