Ownership history in SimpliFi, Inc. · 33 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in VANGUARD SPECIALIZED FUNDS (VIG). 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 | 104,848 | +45,726 | +77.3% | 9.75% | $23.0M | $219.78 |
| 2025 Q3 | REDUCED | 59,122 | -817 | -1.4% | 5.46% | $12.8M | $214.93 |
| 2025 Q2 | ADDED | 59,939 | +24 | +0.0% | 5.41% | $12.3M | $203.03 |
| 2025 Q1 | ADDED | 59,915 | +322 | +0.5% | 5.33% | $11.6M | $191.61 |
As of 2025 Q4 — sorted by position size