Ownership history in Values Added Financial LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Values Added Financial 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 | REDUCED | 4,916 | -17 | -0.3% | 1.30% | $3.1M | $627.13 |
| 2025 Q3 | REDUCED | 4,933 | -148 | -2.9% | 1.34% | $3.0M | $610.65 |
| 2025 Q2 | ADDED | 5,081 | +250 | +5.2% | 1.40% | $2.9M | $564.81 |
| 2025 Q1 | ADDED | 4,831 | +63 | +1.3% | 1.38% | $2.5M | $509.43 |
| 2024 Q4 | UNCHANGED | 4,768 | — | 0% | 1.49% | $2.6M | $532.26 |
| 2024 Q3 | REDUCED | 4,768 | -108 | -2.2% | 1.59% | $2.5M | $519.60 |
| 2024 Q2 | ADDED | 4,876 | +9 | +0.2% | 1.76% | $2.4M | $490.95 |
| 2024 Q1 | REDUCED | 4,867 | -8 | -0.2% | 1.82% | $2.3M | $470.20 |
| 2023 Q4 | REDUCED | 4,875 | -98 | -2.0% | 1.74% | $2.1M | $425.89 |
| 2023 Q3 | UNCHANGED | 4,973 | — | 0% | 1.78% | $2.0M | $381.32 |
As of 2025 Q4 — sorted by position size