VHT VANGUARD WORLD FDS

Ownership history in TAP Consulting, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which TAP Consulting, LLC reported a position in VANGUARD WORLD FDS (VHT). 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.

Peak position
3.3% (2020 Q2)
Avg. % of fund
1.32%
First filed
2020 Q1
Last filed
2024 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 24,080 -118 -0.5% 1.25% $6.1M $249.31
2024 Q3 ADDED 24,198 +1,130 +4.9% 1.34% $6.8M $276.34
2024 Q2 ADDED 23,068 +1,856 +8.7% 1.29% $6.1M $259.40
2024 Q1 ADDED 21,212 +2,176 +11.4% 1.26% $5.7M $262.86
2023 Q4 REDUCED 19,036 -7,876 -29.3% 1.14% $4.8M $242.85
2023 Q3 ADDED 26,912 +5,480 +25.6% 1.63% $6.3M $226.91
2023 Q2 REDUCED 21,432 -1,431 -6.3% 1.29% $5.2M $235.42
2023 Q1 ADDED 22,863 +20,089 +724.2% 1.33% $5.5M $228.47
2022 Q4 REDUCED 2,774 -328 -10.6% 0.18% $688K $236.88
2022 Q3 REDUCED 3,102 -987 -24.1% 0.19% $694K $212.81
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% of Fund (quarterly)    VHT price (monthly, adj. close)
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