Ownership history in SWMG, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which SWMG, LLC reported a position in VANGUARD SCOTTSDALE FDS (VONG). 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 Q3 | ADDED | 2,840 | +20 | +0.7% | 0.10% | $345K | $120.36 |
| 2025 Q2 | REDUCED | 2,820 | -12,310 | -81.4% | 0.11% | $320K | $108.95 |
| 2024 Q3 | INITIATED | 15,130 | — | — | 0.64% | $1.6M | $95.91 |
As of 2025 Q4 — sorted by position size