Ownership history in Sunpointe, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Sunpointe, LLC reported a position in VANGUARD INDEX FDS (VOO). 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 | 5,952 | +216 | +3.8% | 1.24% | $3.7M | $627.13 |
| 2025 Q3 | REDUCED | 5,736 | -5,800 | -50.3% | 1.27% | $3.5M | $610.65 |
| 2025 Q2 | REDUCED | 11,536 | -306 | -2.6% | 2.61% | $6.6M | $564.81 |
| 2025 Q1 | REDUCED | 11,842 | -2 | -0.0% | 3.24% | $6.1M | $509.43 |
| 2024 Q4 | ADDED | 11,844 | +5,281 | +80.5% | 3.21% | $6.4M | $532.26 |
| 2024 Q3 | REDUCED | 6,563 | -4,004 | -37.9% | 2.86% | $3.5M | $519.60 |
| 2024 Q2 | ADDED | 10,567 | +4,993 | +89.6% | 3.45% | $5.3M | $490.95 |
| 2024 Q1 | REDUCED | 5,574 | -22 | -0.4% | 2.98% | $2.7M | $470.20 |
| 2023 Q4 | INITIATED | 5,596 | — | — | 3.10% | $2.4M | — |
As of 2025 Q4 — sorted by position size