Ownership history in SimpliFi, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, 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 | REDUCED | 7,169 | -1,862 | -20.6% | 0.23% | $541K | $75.44 |
| 2025 Q3 | ADDED | 9,031 | +776 | +9.4% | 0.28% | $663K | $72.14 |
| 2025 Q2 | REDUCED | 8,255 | -132 | -1.6% | 0.25% | $570K | $67.51 |
| 2025 Q1 | ADDED | 8,387 | +905 | +12.1% | 0.24% | $521K | $60.25 |
As of 2025 Q4 — sorted by position size