Ownership history in Trajan Wealth LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Trajan Wealth LLC reported a position in VANGUARD BD INDEX FDS (BSV). 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 | 622,791 | +94,754 | +17.9% | 2.04% | $49.1M | $78.30 |
| 2025 Q3 | ADDED | 528,037 | +112,249 | +27.0% | 1.80% | $41.7M | $77.38 |
| 2025 Q2 | ADDED | 415,788 | +64,727 | +18.4% | 1.60% | $32.7M | $76.42 |
| 2025 Q1 | ADDED | 351,061 | +72,063 | +25.8% | 1.50% | $27.5M | $75.30 |
| 2024 Q4 | ADDED | 278,998 | +55,004 | +24.6% | 1.19% | $21.6M | $73.88 |
| 2024 Q3 | ADDED | 223,994 | +44,379 | +24.7% | 1.04% | $17.6M | $74.34 |
| 2024 Q2 | ADDED | 179,615 | +27,909 | +18.4% | 0.88% | $13.8M | $71.83 |
| 2024 Q1 | INITIATED | 151,706 | — | — | 0.79% | $11.6M | — |
As of 2025 Q4 — sorted by position size