Ownership history in SMART Wealth LLC · 5 quarters on record
This page tracks every 13F SEC filing in which SMART Wealth LLC reported a position in VANGUARD SCOTTSDALE FDS (VGIT). 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 | 63,026 | +4,026 | +6.8% | 1.15% | $3.8M | $59.57 |
| 2025 Q3 | REDUCED | 59,000 | -49,282 | -45.5% | 1.34% | $3.5M | $58.92 |
| 2025 Q2 | ADDED | 108,282 | +39,149 | +56.6% | 2.03% | $6.5M | $58.14 |
| 2025 Q1 | REDUCED | 69,133 | -10,284 | -12.9% | 1.47% | $4.1M | $57.19 |
As of 2025 Q4 — sorted by position size